Michael Mellberg
Michael Mellberg CPA · Reno, Nevada
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.
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Specialties
Facts
| Firm | Michael Mellberg CPA |
|---|---|
| Based in | Reno, Nevada |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Accepting new clients | Yes |
| Assets under management | $6.7M across 27 accounts |
| SEC registration | Investment adviser representative in NV · CRD 7316048 |
| Exams passed | Series 65 (2020) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | mellbergcpa.com |
How Michael's firm compares
- Michael Mellberg CPA's average account is about $250,000, from its Form ADV (assets managed divided by 27 accounts).
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Questions about Michael
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Reno
Other advisors in Nevada who focus on tax planning
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
- Michael Mellberg CPA 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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