# Shaun Melby

> Shaun Melby is a fee-only financial advisor at Melby Wealth Management, LLC in Nashville, Tennessee, who holds the CFP credential. Shaun charges a percentage of assets, an ongoing planning fee and a one-time planning fee (ongoing planning from $4,000 a year and one-time plans from $4,000) and focuses on equity compensation, small business owners and student loans.

Page: https://find.wellspent.co/advisors/shaun-melby/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Melby Wealth Management, LLC
- **Based in:** Nashville, Tennessee
- **Fee model:** Percentage of assets; Ongoing planning fee; One-time planning fee
- **Fees (firm's website):** ongoing planning from $4,000 a year; one-time plans from $4,000; 0.75% a year on the first tier of assets managed; no asset minimum
- **Works virtually:** Yes (firm's website)
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $18.6M across 263 accounts
- **Credentials:** CFP
- **Specialties:** Equity compensation, Small business owners, Student loans
- **Works with:** Early-career professionals, Founders
- **CRD:** 5502072 (https://adviserinfo.sec.gov/individual/summary/5502072)
- **SEC registration:** Investment adviser representative in TN, TX
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://melbywealth.com

## Frequently asked questions

### Is Shaun Melby a fee-only financial advisor?

Yes. Shaun Melby is listed in the NAPFA directory (NAPFA admits only fee-only advisors) and the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Shaun's firm.

### How does Shaun charge for financial advice?

Shaun charges a percentage of assets, an ongoing planning fee and a one-time planning fee.

### How much does Shaun charge?

According to Melby Wealth Management, LLC's website, checked October 28, 2026: ongoing planning from $4,000 a year; one-time plans from $4,000; 0.75% a year on the first tier of assets managed; no asset minimum.

### Does Shaun work with clients virtually?

Yes. Melby Wealth Management, LLC says on its website that it works with clients remotely.

### Where is Shaun Melby based?

Shaun Melby is based in Nashville, Tennessee.

### What does Shaun specialize in?

Shaun's specialties include equity compensation, small business owners and student loans. Shaun works with early-career professionals and founders.

### What credentials does Shaun Melby hold?

Shaun Melby holds the CFP credential.

### Is Shaun Melby registered with the SEC?

Yes. Shaun Melby is registered as an investment adviser representative in TN and TX (CRD 5502072), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Melby Wealth Management, LLC manage?

Melby Wealth Management, LLC reports $18.6M across 263 accounts in assets under management.

### How do I contact Shaun Melby?

Through Shaun's website, melbywealth.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/45150): NAPFA admits only fee-only advisors
- XY Planning Network directory listing: XYPN members are fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://www.melbywealth.com/): specialties, clients served, and fees, checked October 28, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.