Kenneth Melotte
Melotte Financial Advisors · Green Bay, Wisconsin
Kenneth Melotte is a fee-only financial advisor at Melotte Financial Advisors in Green Bay, Wisconsin, who holds the CFP credential. Kenneth charges a percentage of assets (1.2% a year on the first tier of assets managed and typically works with clients with $500,000 or more) and focuses on retirement planning, tax planning and estate & legacy planning.
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Specialties
Who they serve
- High earners
Facts
| Firm | Melotte Financial Advisors |
|---|---|
| Based in | Green Bay, Wisconsin |
| Fee model | Percentage of assets |
| Fees (firm's website) | 1.2% a year on the first tier of assets managed · Typically works with clients with $500,000 or more |
| Accepting new clients | Yes |
| Assets under management | $97.6M across 292 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in IL, TX, WI · CRD 5217831 |
| Exams passed | Series 65 (2009) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.melottefa.com |
| Profile |
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Questions about Kenneth
Is Kenneth Melotte a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Kenneth holds no broker registration, and Melotte Financial Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Kenneth charge for financial advice?
Kenneth charges a percentage of assets.
How much does Kenneth charge?
According to Melotte Financial Advisors's website, checked October 30, 2026: 1.2% a year on the first tier of assets managed; typically works with clients with $500,000 or more.
Where is Kenneth Melotte based?
Kenneth Melotte is based in Green Bay, Wisconsin.
What does Kenneth specialize in?
Kenneth's specialties include retirement planning, tax planning and estate & legacy planning. Kenneth works with high earners.
What credentials does Kenneth Melotte hold?
Kenneth Melotte holds the CFP credential.
Is Kenneth Melotte registered with the SEC?
Yes. Kenneth Melotte is registered as an investment adviser representative in IL, TX and WI (CRD 5217831), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Melotte Financial Advisors manage?
Melotte Financial Advisors reports $97.6M across 292 accounts in assets under management.
How do I contact Kenneth Melotte?
Through Kenneth's website, www.melottefa.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
- Melotte Financial Advisors 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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