Melissa Estrada
Fidela Wealth · Calabasas, California
Melissa Estrada is a fee-only financial advisor at Fidela Wealth in Calabasas, California, who holds the CFP and CIMA credentials. Melissa focuses on retirement planning, estate & legacy planning and small business owners. Fidela Wealth reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | Fidela Wealth |
|---|---|
| Based in | Calabasas, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $54.2M across 181 accounts |
| Credentials | CFP · CIMA |
| SEC registration | Investment adviser representative in CA · CRD 6137506 |
| Exams passed | Series 66 (2013) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | fidelawealth.com |
| Profile |
How Melissa's firm compares
- Fidela Wealth's average account is about $299,000, from its Form ADV (assets managed divided by 181 accounts).
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Questions about Melissa
Is Melissa Estrada a fee-only financial advisor?
Yes. Melissa Estrada is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Melissa's firm.
How does Melissa charge for financial advice?
Melissa's firm, Fidela Wealth, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Melissa Estrada based?
Melissa Estrada is based in Calabasas, California.
What does Melissa specialize in?
Melissa's specialties include retirement planning, estate & legacy planning, small business owners, founders (pre-exit) and tax planning.
What credentials does Melissa Estrada hold?
Melissa Estrada holds the CFP and CIMA credentials.
Is Melissa Estrada registered with the SEC?
Yes. Melissa Estrada is registered as an investment adviser representative in CA (CRD 6137506), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Fidela Wealth manage?
Fidela Wealth reports $54.2M across 181 accounts in assets under management.
How do I contact Melissa Estrada?
Through Melissa's website, fidelawealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- Fidela Wealth website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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