Melissa Fleming
Ironbridge Private Wealth · Austin, Texas
Melissa Fleming is a fee-only financial advisor at Ironbridge Private Wealth in Austin, Texas, who holds the CFP credential. Ironbridge Private Wealth reports charging a percentage of assets, hourly fees, fixed fees and performance-based fees on its Form ADV.
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Facts
| Firm | Ironbridge Private Wealth |
|---|---|
| Based in | Austin, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees · Performance-based fees |
| Assets under management | $379.7M across 506 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TX · CRD 4434946 |
| Exams passed | Series 63 (2002) · Series 66 (2006) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.ironbridge360.com |
| Profile |
How Melissa's firm compares
- Ironbridge Private Wealth's average account is about $750,000, from its Form ADV (assets managed divided by 506 accounts).
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Questions about Melissa
Is Melissa Fleming a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Melissa holds no broker registration, and Ironbridge Private Wealth 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, Ironbridge Private Wealth, reports charging a percentage of assets, hourly fees, fixed fees and performance-based fees on its SEC Form ADV.
Where is Melissa Fleming based?
Melissa Fleming is based in Austin, Texas.
What credentials does Melissa Fleming hold?
Melissa Fleming holds the CFP credential.
Is Melissa Fleming registered with the SEC?
Yes. Melissa Fleming is registered as an investment adviser representative in TX (CRD 4434946), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Ironbridge Private Wealth manage?
Ironbridge Private Wealth reports $379.7M across 506 accounts in assets under management.
How do I contact Melissa Fleming?
Through Melissa's website, www.ironbridge360.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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