# Melissa Montalvo

> Melissa Montalvo is a fee-only financial advisor at Atticus Wealth Management in Palm Beach Gardens, Florida, who holds the CFP and ChFC credentials. Melissa charges a percentage of assets (a $500,000 asset minimum) and focuses on retirement planning and estate & legacy planning.

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

## Facts

- **Firm:** Atticus Wealth Management
- **Based in:** Palm Beach Gardens, Florida
- **Fee model:** Percentage of assets
- **Fees (firm's website):** a $500,000 asset minimum
- **Assets under management (firm):** $565.3M across 1,105 accounts
- **Credentials:** CFP, ChFC
- **Specialties:** Retirement planning, Estate & legacy planning
- **CRD:** 5854815 (https://adviserinfo.sec.gov/individual/summary/5854815)
- **SEC registration:** Investment adviser representative in FL
- **Exams passed:** Series 66 (2011)
- **Firm size:** 8 employees
- **Disclosures:** None reported
- **Website:** https://www.atticuswm.com/

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: Melissa holds no broker registration, and Atticus 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 charges a percentage of assets.

### How much does Melissa charge?

According to Atticus Wealth Management's website, checked October 30, 2026: a $500,000 asset minimum.

### Where is Melissa Montalvo based?

Melissa Montalvo is based in Palm Beach Gardens, Florida.

### What does Melissa specialize in?

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

### What credentials does Melissa Montalvo hold?

Melissa Montalvo holds the CFP and ChFC credentials.

### Is Melissa Montalvo registered with the SEC?

Yes. Melissa Montalvo is registered as an investment adviser representative in FL (CRD 5854815), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Atticus Wealth Management manage?

Atticus Wealth Management reports $565.3M across 1,105 accounts in assets under management.

### How do I contact Melissa Montalvo?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5854815): 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://atticuswm.com/): specialties, clients served, and fees, checked October 30, 2026

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