Melani List
Asset Planning · Los Alamitos, California
Melani List is a fee-only financial advisor at Asset Planning in Los Alamitos, California. Asset Planning reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Asset Planning |
|---|---|
| Based in | Los Alamitos, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $553.5M across 973 accounts |
| SEC registration | Investment adviser representative in CA, TX · CRD 6992366 |
| Exams passed | Series 65 (2018) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.assetplanninginc.com |
How Melani's firm compares
- Asset Planning's average account is about $569,000, from its Form ADV (assets managed divided by 973 accounts).
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Questions about Melani
Is Melani List a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Melani holds no broker registration, and Asset Planning reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Melani charge for financial advice?
Melani's firm, Asset Planning, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Melani List based?
Melani List is based in Los Alamitos, California.
Is Melani List registered with the SEC?
Yes. Melani List is registered as an investment adviser representative in CA and TX (CRD 6992366), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Asset Planning manage?
Asset Planning reports $553.5M across 973 accounts in assets under management.
How do I contact Melani List?
Through Melani's website, www.assetplanninginc.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
- 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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