UBS Financial Services
47yrs
Top advisor by experience in Plano
2yrs
Mitchell Mandt is a fiduciary financial advisor in Plano, Texas, with 2 years in the industry. Mitchell joined Vanguard Advisers in 2026, after a year at Ameriprise Financial Services. Vanguard Advisers offers financial planning, investment management, and private fund management and is paid through a percentage of assets and flat fees.
One of 3409 advisors with offices in Plano, and one of 3276 fiduciaries.
At a glance
Experience2 years (since 2025)
How that compares ?2 years in the industry
Office7900 Windrose Avenue, Plano, TX 75024
How the firm is paid ?Percent of assets, Flat fee
Typical client at the firm ?$416,078
Advisors at the firm2,445
States licensed ?1 state
Services through Vanguard Advisers
Financial planningInvestment management for individuals and small businessesManaging private fundsInvestment management for businesses and institutionsChoosing other investment managers
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
- Jun 2026 – nowVanguard Advisers, Inc.Current firm
- Apr 2025 – Apr 2026Ameriprise Financial Services, LLCPreviously
Contact Mitchell
(610) 669-1000Firm headquarters in Malvern, PA. Ask for Mitchell. 7900 Windrose AvenuePlano, TX 75024Office · Get directions Firm websiteinvestor.vanguard.com/advice
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Questions to ask Mitchell
Tailored to Mitchell’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- 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 Mitchell
How do I contact Mitchell?
Call Vanguard Advisers at (610) 669-1000 and ask for Mitchell Mandt. Mitchell works from the Plano, TX office.
How long has Mitchell been a financial advisor?
Mitchell has been in the industry since 2025, about 2 years. 2 years in the industry.
What licenses does Mitchell hold?
Series 66. Tap any license on this page to see what it allows.
Is Mitchell a fiduciary?
Mitchell is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Mitchell paid?
Vanguard Advisers reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Mitchell 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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