Scott Melbrod
Melbrod Wealth Management · San Diego, California
Scott Melbrod is a fee-only financial advisor at Melbrod Wealth Management in San Diego, California. Scott charges an ongoing planning fee and focuses on retirement planning.
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Specialties
Who they serve
- Retirees
- Pre-retirees
- Multi-generational families
Facts
| Firm | Melbrod Wealth Management |
|---|---|
| Based in | San Diego, California |
| Fee model | Ongoing planning fee |
| Assets under management | $177.6M across 831 accounts |
| SEC registration | Investment adviser representative in AZ, CA, TX · CRD 4614202 |
| Exams passed | Series 63 (2003) · Series 65 (2004) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.melbrod.com |
| Profile |
How Scott's firm compares
- Melbrod Wealth Management's average account is about $214,000, from its Form ADV (assets managed divided by 831 accounts).
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Questions about Scott
Is Scott Melbrod a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Scott holds no broker registration, and Melbrod Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Scott charge for financial advice?
Scott charges an ongoing planning fee.
Where is Scott Melbrod based?
Scott Melbrod is based in San Diego, California.
What does Scott specialize in?
Scott's specialties include retirement planning. Scott works with retirees, pre-retirees and multi-generational families.
Is Scott Melbrod registered with the SEC?
Yes. Scott Melbrod is registered as an investment adviser representative in AZ, CA and TX (CRD 4614202), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Melbrod Wealth Management manage?
Melbrod Wealth Management reports $177.6M across 831 accounts in assets under management.
How do I contact Scott Melbrod?
Through Scott's website, www.melbrod.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
- Melbrod Wealth Management 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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