# Melanie Perry

> Melanie Perry is a fee-only financial advisor at Sustainable Wealth Advisory Group in Los Angeles, California, who holds the CFP credential. Melanie focuses on sustainable & impact investing, real estate investors and small business owners. Sustainable Wealth Advisory Group reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/melanie-perry/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Sustainable Wealth Advisory Group
- **Based in:** Los Angeles, California
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Works virtually:** Yes (firm's website)
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $4.0M across 55 accounts
- **Credentials:** CFP
- **Specialties:** Sustainable & impact investing, Real estate investors, Small business owners
- **Works with:** Founders, Ultra high net worth
- **CRD:** 3186552 (https://adviserinfo.sec.gov/individual/summary/3186552)
- **SEC registration:** Investment adviser representative in CA
- **Exams passed:** Series 63 (1999), Series 65 (2016)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://sustainablewealth.com/

## Frequently asked questions

### Is Melanie Perry a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Melanie holds no broker registration, and Sustainable Wealth Advisory Group 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, Sustainable Wealth Advisory Group, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Does Melanie work with clients virtually?

Yes. Sustainable Wealth Advisory Group says on its website that it works with clients remotely.

### Where is Melanie Perry based?

Melanie Perry is based in Los Angeles, California.

### What does Melanie specialize in?

Melanie's specialties include sustainable & impact investing, real estate investors and small business owners. Melanie works with founders and ultra high net worth.

### What credentials does Melanie Perry hold?

Melanie Perry holds the CFP credential.

### Is Melanie Perry registered with the SEC?

Yes. Melanie Perry is registered as an investment adviser representative in CA (CRD 3186552), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Sustainable Wealth Advisory Group manage?

Sustainable Wealth Advisory Group reports $4.0M across 55 accounts in assets under management.

### How do I contact Melanie Perry?

Through Melanie's website, sustainablewealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/3186552): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://sustainablewealth.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.