Shaun Melby
Melby Wealth Management, LLC · Nashville, Tennessee
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.
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Specialties
Who they serve
- Early-career professionals
- Founders
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 |
| Accepting new clients | Yes |
| Assets under management | $18.6M across 263 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TN, TX · CRD 5502072 |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | melbywealth.com |
| Profile |
How Shaun's firm compares
- Ongoing planning starts at $4,000 a year, in line with the Tennessee median of $4,200 for fee-only firms that publish prices.
- A one-time plan starts at $4,000, above the Tennessee median of $2,000 for fee-only firms that publish prices.
- Melby Wealth Management, LLC's average account is about $71,000, from its Form ADV (assets managed divided by 263 accounts).
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Questions about Shaun
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- XY Planning Network directory listing : XYPN members are fee-only
- Melby Wealth Management, LLC website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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