Melinda Agosta
Farnam Financial · Molalla, Oregon
Melinda Agosta is a fee-only financial advisor at Farnam Financial in Molalla, Oregon. Melinda charges a percentage of assets (1% a year on the first tier of assets managed and typically works with clients with $2,000,000 or more) and focuses on retirement planning, tax planning and estate & legacy planning.
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Specialties
Who they serve
- Retirees
- Pre-retirees
Facts
| Firm | Farnam Financial |
|---|---|
| Based in | Molalla, Oregon |
| Fee model | Percentage of assets |
| Fees (firm's website) | 1% a year on the first tier of assets managed · Typically works with clients with $2,000,000 or more |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $161.4M across 240 accounts |
| SEC registration | Investment adviser representative in OR · CRD 8061771 |
| Exams passed | Series 65 (2025) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.farnamfinancial.com |
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Questions about Melinda
Is Melinda Agosta a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Melinda holds no broker registration, and Farnam Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Melinda charge for financial advice?
Melinda charges a percentage of assets.
How much does Melinda charge?
According to Farnam Financial's website, checked October 30, 2026: 1% a year on the first tier of assets managed; typically works with clients with $2,000,000 or more.
Does Melinda work with clients virtually?
Yes. Farnam Financial says on its website that it works with clients remotely.
Where is Melinda Agosta based?
Melinda Agosta is based in Molalla, Oregon.
What does Melinda specialize in?
Melinda's specialties include retirement planning, tax planning and estate & legacy planning. Melinda works with retirees and pre-retirees.
Is Melinda Agosta registered with the SEC?
Yes. Melinda Agosta is registered as an investment adviser representative in OR (CRD 8061771), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Farnam Financial manage?
Farnam Financial reports $161.4M across 240 accounts in assets under management.
How do I contact Melinda Agosta?
Through Melinda's website, www.farnamfinancial.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
- Farnam Financial 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.
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