Kercheville Advisors
47yrs
Top advisor by experience in San Antonio
22yrs
Chad Mitchell
Financial advisor at Wells Fargo Advisors
Chad Mitchell is a fiduciary financial advisor in San Antonio, Texas, with 22 years in the industry. Chad joined Wells Fargo Advisors in 2016, after six years at Merrill and three years at UBS Financial Services. Wells Fargo Advisors offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, flat fees, and commissions.
One of 1848 advisors with offices in San Antonio, and one of 1668 fiduciaries.
At a glance
Experience22 years (since 2004)
How that compares ?More experience than 70% of advisors in Texas
Office10999 W Interstate 10 5th Floor/Suite 5000, San Antonio, TX 78230
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$475,575
Advisors at the firm14,100
States licensed ?1 state
Services through Wells Fargo Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2016 – nowWells Fargo Clearing Services, LLCCurrent firm
- 2010 – 2016MerrillPreviously
- 2007 – 2010UBS Financial Services Inc.Previously
- 2004 – 2007Morgan Stanley DW Inc.Previously
Contact Chad
10999 W Interstate 10 5th Floor/Suite 5000San Antonio, TX 78230Office · Get directions Firm main line(314) 875-3000Headquarters: Wells Fargo Advisors · St. Louis, MO Firm websitewww.wellsfargoadvisors.com/wfa/mobile.htm
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Questions to ask Chad
Tailored to Chad’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Chad
How do I contact Chad?
Call Wells Fargo Advisors at (314) 875-3000 and ask for Chad Mitchell. Chad works from the San Antonio, TX office.
How long has Chad been a financial advisor?
Chad has been in the industry since 2004, about 22 years. More experience than 70% of advisors in Texas.
What licenses does Chad hold?
Series 66. Tap any license on this page to see what it allows.
Is Chad a fiduciary?
Chad is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Chad paid?
Wells Fargo Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Chad for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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