# Brianna Melahn

> Brianna Melahn is a fee-only financial advisor at Prism Planning & Solutions Group in White Plains, New York, who holds the CFP credential. Brianna focuses on retirement planning. Prism Planning & Solutions Group reports charging a percentage of assets and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Prism Planning & Solutions Group
- **Based in:** White Plains, New York
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $157.0M across 426 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning
- **CRD:** 7057063 (https://adviserinfo.sec.gov/individual/summary/7057063)
- **SEC registration:** Investment adviser representative in CT, NY
- **Exams passed:** Series 66 (2019)
- **Firm size:** 5 employees
- **Disclosures:** None reported
- **Website:** https://www.ppsgrp.com

## Frequently asked questions

### Is Brianna Melahn a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Brianna holds no broker registration, and Prism Planning & Solutions Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Brianna charge for financial advice?

Brianna's firm, Prism Planning & Solutions Group, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Brianna Melahn based?

Brianna Melahn is based in White Plains, New York.

### What does Brianna specialize in?

Brianna's specialties include retirement planning.

### What credentials does Brianna Melahn hold?

Brianna Melahn holds the CFP credential.

### Is Brianna Melahn registered with the SEC?

Yes. Brianna Melahn is registered as an investment adviser representative in CT and NY (CRD 7057063), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Prism Planning & Solutions Group manage?

Prism Planning & Solutions Group reports $157.0M across 426 accounts in assets under management.

### How do I contact Brianna Melahn?

Through Brianna's website, www.ppsgrp.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7057063): 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://www.ppsgrp.com/): specialties, clients served, and fees, checked October 30, 2026

---

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