Wesley Melbrod
Melbrod Wealth Management · San Diego, California
Wesley Melbrod is a fee-only financial advisor at Melbrod Wealth Management in San Diego, California. Wesley 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 5634519 |
| Exams passed | Series 65 (2014) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.melbrod.com |
How Wesley'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 Wesley
Is Wesley Melbrod a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Wesley 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 Wesley charge for financial advice?
Wesley charges an ongoing planning fee.
Where is Wesley Melbrod based?
Wesley Melbrod is based in San Diego, California.
What does Wesley specialize in?
Wesley's specialties include retirement planning. Wesley works with retirees, pre-retirees and multi-generational families.
Is Wesley Melbrod registered with the SEC?
Yes. Wesley Melbrod is registered as an investment adviser representative in AZ, CA and TX (CRD 5634519), 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 Wesley Melbrod?
Through Wesley'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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