Melanie Perry
Sustainable Wealth Advisory Group · Los Angeles, California
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.
Request an introduction to Melanie →
Specialties
Who they serve
- Founders
- Ultra high net worth
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 |
| Accepting new clients | Yes |
| Assets under management | $4.0M across 55 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA · CRD 3186552 |
| Exams passed | Series 63 (1999) · Series 65 (2016) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | sustainablewealth.com |
| Profile |
Request an introduction to Melanie
Tell Melanie a little about what you're looking for. Melanie isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Melanie
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.
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
- Sustainable Wealth Advisory Group 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.
See something wrong? Request a correction. Read our methodology.