Joshua Melda
Cleveland Retirement Planning · Westlake, Ohio
Joshua Melda is a fee-only financial advisor at Cleveland Retirement Planning in Westlake, Ohio, who holds the CFP credential. Joshua focuses on retirement planning, tax planning and estate & legacy planning. Cleveland Retirement Planning reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | Cleveland Retirement Planning |
|---|---|
| Based in | Westlake, Ohio |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $48.8M across 128 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in OH · CRD 4150770 |
| Exams passed | Series 66 (2000) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | clevelandretirementplanning.com |
| Profile |
How Joshua's firm compares
- Cleveland Retirement Planning's average account is about $382,000, from its Form ADV (assets managed divided by 128 accounts).
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Questions about Joshua
Is Joshua Melda a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Joshua holds no broker registration, and Cleveland Retirement Planning reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Joshua charge for financial advice?
Joshua's firm, Cleveland Retirement Planning, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Joshua Melda based?
Joshua Melda is based in Westlake, Ohio.
What does Joshua specialize in?
Joshua's specialties include retirement planning, tax planning and estate & legacy planning.
What credentials does Joshua Melda hold?
Joshua Melda holds the CFP credential.
Is Joshua Melda registered with the SEC?
Yes. Joshua Melda is registered as an investment adviser representative in OH (CRD 4150770), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Cleveland Retirement Planning manage?
Cleveland Retirement Planning reports $48.8M across 128 accounts in assets under management.
How do I contact Joshua Melda?
Through Joshua's website, clevelandretirementplanning.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
- Cleveland Retirement Planning 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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