Melanie Taylor
Brooklyn FI · Lewis Center, Ohio
Melanie Taylor is a fee-only financial advisor at Brooklyn FI in Lewis Center, Ohio. Brooklyn FI reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Brooklyn FI |
|---|---|
| Based in | Lewis Center, Ohio |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $563.1M across 373 accounts |
| SEC registration | Investment adviser representative in NY, OH · CRD 7819722 |
| Firm size | 10 employees |
| Disclosures | None reported |
| Website | www.brooklynfi.com |
How Melanie's firm compares
- Brooklyn FI's average account is about $1.5 million, from its Form ADV (assets managed divided by 373 accounts).
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Questions about Melanie
Is Melanie Taylor a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Melanie holds no broker registration, and Brooklyn FI 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, Brooklyn FI, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Melanie Taylor based?
Melanie Taylor is based in Lewis Center, Ohio.
Is Melanie Taylor registered with the SEC?
Yes. Melanie Taylor is registered as an investment adviser representative in NY and OH (CRD 7819722), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Brooklyn FI manage?
Brooklyn FI reports $563.1M across 373 accounts in assets under management.
How do I contact Melanie Taylor?
Through Melanie's website, www.brooklynfi.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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