Melissa Adams
Achieve Retirement & Wealth Management · Ridgefield, Connecticut
Melissa Adams is a fee-only financial advisor at Achieve Retirement & Wealth Management in Ridgefield, Connecticut, who holds the CFP credential. Achieve Retirement & Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Achieve Retirement & Wealth Management |
|---|---|
| Based in | Ridgefield, Connecticut |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $75.6M across 142 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CT, TX · CRD 2147886 |
| Exams passed | Series 63 (2002) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.achieveretirementandwealth.com |
| Profile |
How Melissa's firm compares
- Achieve Retirement & Wealth Management's average account is about $533,000, from its Form ADV (assets managed divided by 142 accounts).
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Questions about Melissa
Is Melissa Adams a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Melissa holds no broker registration, and Achieve Retirement & Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Melissa charge for financial advice?
Melissa's firm, Achieve Retirement & Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Melissa Adams based?
Melissa Adams is based in Ridgefield, Connecticut.
What credentials does Melissa Adams hold?
Melissa Adams holds the CFP credential.
Is Melissa Adams registered with the SEC?
Yes. Melissa Adams is registered as an investment adviser representative in CT and TX (CRD 2147886), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Achieve Retirement & Wealth Management manage?
Achieve Retirement & Wealth Management reports $75.6M across 142 accounts in assets under management.
How do I contact Melissa Adams?
Through Melissa's website, www.achieveretirementandwealth.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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