# Melissa Ballard

> Melissa Ballard is a fee-only financial advisor at PYA Waltman Capital in Knoxville, Tennessee, who holds the CFP credential. Melissa focuses on retirement planning, estate & legacy planning and tax planning. PYA Waltman Capital reports charging a percentage of assets, hourly fees, fixed fees and performance-based fees on its Form ADV.

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

## Facts

- **Firm:** PYA Waltman Capital
- **Based in:** Knoxville, Tennessee
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees; Performance-based fees
- **Assets under management (firm):** $1.01B across 1,528 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning, Estate & legacy planning, Tax planning
- **CRD:** 5607422 (https://adviserinfo.sec.gov/individual/summary/5607422)
- **SEC registration:** Investment adviser representative in TN
- **Exams passed:** Series 65 (2008)
- **Firm size:** 17 employees
- **Disclosures:** None reported
- **Website:** http://www.pyawaltman.com

## Frequently asked questions

### Is Melissa Ballard a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Melissa holds no broker registration, and PYA Waltman Capital 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, PYA Waltman Capital, reports charging a percentage of assets, hourly fees, fixed fees and performance-based fees on its SEC Form ADV.

### Where is Melissa Ballard based?

Melissa Ballard is based in Knoxville, Tennessee.

### What does Melissa specialize in?

Melissa's specialties include retirement planning, estate & legacy planning and tax planning.

### What credentials does Melissa Ballard hold?

Melissa Ballard holds the CFP credential.

### Is Melissa Ballard registered with the SEC?

Yes. Melissa Ballard is registered as an investment adviser representative in TN (CRD 5607422), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does PYA Waltman Capital manage?

PYA Waltman Capital reports $1.01B across 1,528 accounts in assets under management.

### How do I contact Melissa Ballard?

Through Melissa's website, www.pyawaltman.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5607422): 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://www.pyawaltman.com/): specialties, clients served, and fees, checked October 30, 2026

---

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