Melissa Montalvo
Atticus Wealth Management · Palm Beach Gardens, Florida
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.
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Specialties
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 | $565.3M across 1,105 accounts |
| Credentials | CFP · ChFC |
| SEC registration | Investment adviser representative in FL · CRD 5854815 |
| Exams passed | Series 66 (2011) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | www.atticuswm.com |
| Profile |
How Melissa's firm compares
- Atticus Wealth Management's average account is about $512,000, from its Form ADV (assets managed divided by 1,105 accounts).
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Questions about Melissa
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.
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
- Atticus Wealth Management website : specialties, clients served, and fees, checked October 30, 2026
- 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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