Melissa Tiscareno
Bradley & Company Private Wealth Management · Concord, California
Melissa Tiscareno is a fee-only financial advisor at Bradley & Company Private Wealth Management in Concord, California, who holds the CFP credential. Bradley & Company Private Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Bradley & Company Private Wealth Management |
|---|---|
| Based in | Concord, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $252.0M across 293 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA · CRD 7357609 |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.bradleyandco.com |
| Profile |
How Melissa's firm compares
- Bradley & Company Private Wealth Management's average account is about $860,000, from its Form ADV (assets managed divided by 293 accounts).
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Questions about Melissa
Is Melissa Tiscareno a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Melissa holds no broker registration, and Bradley & Company Private 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's firm, Bradley & Company Private Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Melissa Tiscareno based?
Melissa Tiscareno is based in Concord, California.
What credentials does Melissa Tiscareno hold?
Melissa Tiscareno holds the CFP credential.
Is Melissa Tiscareno registered with the SEC?
Yes. Melissa Tiscareno is registered as an investment adviser representative in CA (CRD 7357609), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Bradley & Company Private Wealth Management manage?
Bradley & Company Private Wealth Management reports $252.0M across 293 accounts in assets under management.
How do I contact Melissa Tiscareno?
Through Melissa's website, www.bradleyandco.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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