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Advisor

Melissa Sweet

Sweet Money · Greenfield, Massachusetts

Melissa Sweet is a fee-only financial advisor at Sweet Money in Greenfield, Massachusetts. Melissa charges hourly fees.

Hourly Fee-only

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Facts

FirmSweet Money
Based in Greenfield, Massachusetts
Fee modelHourly
Accepting new clientsNot currently
SEC registration Investment adviser representative in MA · CRD 4850615
Exams passedSeries 65 (2002)
Firm size1 employee
Disclosures None reported
Websitewww.melissasweetmoney.com

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Questions about Melissa

Is Melissa Sweet a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Melissa holds no broker registration, and Sweet Money 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 hourly fees.

Where is Melissa Sweet based?

Melissa Sweet is based in Greenfield, Massachusetts.

Is Melissa Sweet registered with the SEC?

Yes. Melissa Sweet is registered as an investment adviser representative in MA (CRD 4850615), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

How do I contact Melissa Sweet?

Through Melissa's website, www.melissasweetmoney.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
  • Sweet Money 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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