Anastasia Melbrod
Melbrod Wealth Management · San Diego, California
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.
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Specialties
Who they serve
- Retirees
- Pre-retirees
- Multi-generational families
Facts
| Firm | Melbrod Wealth Management |
|---|---|
| Based in | San Diego, California |
| Fee model | Ongoing planning fee |
| Assets under management | $177.6M across 831 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in AZ, CA, TX · CRD 4914428 |
| Exams passed | Series 66 (2007) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.melbrod.com |
How Anastasia's firm compares
- Melbrod Wealth Management's average account is about $214,000, from its Form ADV (assets managed divided by 831 accounts).
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Questions about Anastasia
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- Melbrod Wealth Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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