Brianna Melahn
Prism Planning & Solutions Group · White Plains, New York
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.
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Specialties
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 |
| Assets under management | $157.0M across 426 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CT, NY · CRD 7057063 |
| Exams passed | Series 66 (2019) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.ppsgrp.com |
How Brianna's firm compares
- Prism Planning & Solutions Group's average account is about $369,000, from its Form ADV (assets managed divided by 426 accounts).
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Questions about Brianna
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.
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
- Prism Planning & Solutions Group 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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