Nolan Melo
WH Cornerstone · Duxbury, Massachusetts
Nolan Melo is a fee-only financial advisor at WH Cornerstone in Duxbury, Massachusetts. WH Cornerstone reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | WH Cornerstone |
|---|---|
| Based in | Duxbury, Massachusetts |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $200.0M across 393 accounts |
| SEC registration | Investment adviser representative in MA · CRD 7998270 |
| Exams passed | Series 65 (2024) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.whcornerstone.com |
| Profile |
How Nolan's firm compares
- WH Cornerstone's average account is about $509,000, from its Form ADV (assets managed divided by 393 accounts).
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Questions about Nolan
Is Nolan Melo a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Nolan holds no broker registration, and WH Cornerstone reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Nolan charge for financial advice?
Nolan's firm, WH Cornerstone, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Nolan Melo based?
Nolan Melo is based in Duxbury, Massachusetts.
Is Nolan Melo registered with the SEC?
Yes. Nolan Melo is registered as an investment adviser representative in MA (CRD 7998270), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does WH Cornerstone manage?
WH Cornerstone reports $200.0M across 393 accounts in assets under management.
How do I contact Nolan Melo?
Through Nolan's website, www.whcornerstone.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
- WH Cornerstone 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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