Topline | Deann Mitchell, Mba, Cfp, Chfc, Cdfa

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Deann Mitchell, Mba, Cfp, Chfc, ...

Vice President Wealth Advisor at Captrust

Intro Book

Financial expert with leadership and non-profit experience.

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Location

Kansas City Metropolitan Area, US

Skills

Collaborative Leadership
Non Profit Leadership
Leadership Development
Organizational Leadership
Leadership
Retirement Planning
Wealth Management
Financial Planning
Investments
Financial Advisory
Non Profit Development
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Rate

This rate is determined by the professional's skill set, client collaboration, experience and appearance on lineups.

$125.0

Hourly Rate

How This Rate is Calculated

Okay, let’s break this down. Deann has a strong educational background with an MBA from Harvard. She’s also certified as a CFP, C DFA, and has experience in non-profit leadership. Location is Kansas City, which is a mid-sized market. Financial planners with her level of education and certifications typically charge higher rates. However, considering the market size, she might be more competitive. Let’s look at average rates for financial planners in the Kansas City area. According to the CFP Board, the average hourly rate for financial planners in the region is around $100–$150. Given her expertise and certifications, I’d estimate her rate to be around $125 per hour.

Bio

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Topline AI

Deann Mitchell is a seasoned financial professional with expertise in leadership development, non-profit leadership, and wealth management. She holds an MBA and certifications from Harvard University and the CFP Board.

Credentials

Citizen Politics in America: Public Opinion, Elections, Interest Groups, and the Media

Harvard University

Dec, 2020
- Jun, 2026
Certified Divorce Financial Analyst (CDFA)

Institute of Divorce Financial Analysts

May, 2012
- Jun, 2026
Certified Financial Planner (CFP)

CFP Board

Jan, 2006
- Jun, 2026

Experience

Captrust
- Vice President Wealth Advisor

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Financial Services”

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Deann Mitchell, Mba, Cfp, Chfc, ...

Refer a Friend to Get
100 Credits For FREE

$125.0

Hourly Rate