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Advisor

Victor Melfa

Factor Investing Group · Wellesley, Massachusetts

Victor Melfa is a fee-only financial advisor at Factor Investing Group in Wellesley, Massachusetts. Factor Investing Group reports charging a percentage of assets on its Form ADV.

Percentage of assets Fee-only

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Facts

FirmFactor Investing Group
Based in Wellesley, Massachusetts
Fee model (firm's Form ADV)Percentage of assets
Assets under management$348.8M across 894 accounts
SEC registration Investment adviser representative in MA, TX · CRD 5173860
Exams passedSeries 63 (2008) · Series 66 (2016)
Firm size6 employees
Disclosures None reported
Websitefactorig.com

How Victor's firm compares

  • Factor Investing Group's average account is about $390,000, from its Form ADV (assets managed divided by 894 accounts).

What fee-only advisors charge in Massachusetts

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Questions about Victor

Is Victor Melfa a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Victor holds no broker registration, and Factor Investing Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

How does Victor charge for financial advice?

Victor's firm, Factor Investing Group, reports charging a percentage of assets on its SEC Form ADV.

Where is Victor Melfa based?

Victor Melfa is based in Wellesley, Massachusetts.

Is Victor Melfa registered with the SEC?

Yes. Victor Melfa is registered as an investment adviser representative in MA and TX (CRD 5173860), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

How much does Factor Investing Group manage?

Factor Investing Group reports $348.8M across 894 accounts in assets under management.

How do I contact Victor Melfa?

Through Victor's website, factorig.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
  • 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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