Melanie Meyer
Exchange Street Capital · Spring Lake, Michigan
Melanie Meyer is a fee-only financial advisor at Exchange Street Capital in Spring Lake, Michigan. Exchange Street Capital reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Exchange Street Capital |
|---|---|
| Based in | Spring Lake, Michigan |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $32.8M across 151 accounts |
| SEC registration | Investment adviser representative in MI · CRD 4368116 |
| Exams passed | Series 65 (2014) · Series 66 (2001) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.exchangestcapital.com |
| Profile |
How Melanie's firm compares
- Exchange Street Capital's average account is about $217,000, from its Form ADV (assets managed divided by 151 accounts).
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Questions about Melanie
Is Melanie Meyer a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Melanie holds no broker registration, and Exchange Street Capital reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Melanie charge for financial advice?
Melanie's firm, Exchange Street Capital, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Melanie Meyer based?
Melanie Meyer is based in Spring Lake, Michigan.
Is Melanie Meyer registered with the SEC?
Yes. Melanie Meyer is registered as an investment adviser representative in MI (CRD 4368116), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Exchange Street Capital manage?
Exchange Street Capital reports $32.8M across 151 accounts in assets under management.
How do I contact Melanie Meyer?
Through Melanie's website, www.exchangestcapital.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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