# Anastasia Melbrod

> Anastasia Melbrod is a fee-only financial advisor at Melbrod Wealth Management in San Diego, California, who holds the CFP credential. Anastasia charges an ongoing planning fee and focuses on retirement planning.

Page: https://find.wellspent.co/advisors/anastasia-melbrod/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Melbrod Wealth Management
- **Based in:** San Diego, California
- **Fee model:** Ongoing planning fee
- **Assets under management (firm):** $177.6M across 831 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning
- **Works with:** Retirees, Pre-retirees, Multi-generational families
- **CRD:** 4914428 (https://adviserinfo.sec.gov/individual/summary/4914428)
- **SEC registration:** Investment adviser representative in AZ, CA, TX
- **Exams passed:** Series 66 (2007)
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** http://www.melbrod.com/

## Frequently asked questions

### Is Anastasia Melbrod a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Anastasia holds no broker registration, and Melbrod Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Anastasia charge for financial advice?

Anastasia charges an ongoing planning fee.

### Where is Anastasia Melbrod based?

Anastasia Melbrod is based in San Diego, California.

### What does Anastasia specialize in?

Anastasia's specialties include retirement planning. Anastasia works with retirees, pre-retirees and multi-generational families.

### What credentials does Anastasia Melbrod hold?

Anastasia Melbrod holds the CFP credential.

### Is Anastasia Melbrod registered with the SEC?

Yes. Anastasia Melbrod is registered as an investment adviser representative in AZ, CA and TX (CRD 4914428), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Melbrod Wealth Management manage?

Melbrod Wealth Management reports $177.6M across 831 accounts in assets under management.

### How do I contact Anastasia Melbrod?

Through Anastasia's website, www.melbrod.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4914428): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://melbrod.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.