# Michael Mellberg

> Michael Mellberg is a fee-only financial advisor at Michael Mellberg CPA in Reno, Nevada. Michael focuses on tax planning. Michael Mellberg CPA reports charging a percentage of assets and hourly fees on its Form ADV.

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

## Facts

- **Firm:** Michael Mellberg CPA
- **Based in:** Reno, Nevada
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $6.7M across 27 accounts
- **Specialties:** Tax planning
- **CRD:** 7316048 (https://adviserinfo.sec.gov/individual/summary/7316048)
- **SEC registration:** Investment adviser representative in NV
- **Exams passed:** Series 65 (2020)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://mellbergcpa.com

## Frequently asked questions

### Is Michael Mellberg a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Michael holds no broker registration, and Michael Mellberg CPA reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Michael charge for financial advice?

Michael's firm, Michael Mellberg CPA, reports charging a percentage of assets and hourly fees on its SEC Form ADV.

### Where is Michael Mellberg based?

Michael Mellberg is based in Reno, Nevada.

### What does Michael specialize in?

Michael's specialties include tax planning.

### Is Michael Mellberg registered with the SEC?

Yes. Michael Mellberg is registered as an investment adviser representative in NV (CRD 7316048), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Michael Mellberg CPA manage?

Michael Mellberg CPA reports $6.7M across 27 accounts in assets under management.

### How do I contact Michael Mellberg?

Through Michael's website, mellbergcpa.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7316048): 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://mellbergcpa.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.