Firm
Melbrod Wealth Management
San Diego, California
Fee-only
Melbrod Wealth Management at a glance
- One of 1,191 fee-only firms based in California in the Wellspent graph.
- 3 advisors are listed here; 1 of 3 hold the CFP.
- Its Form ADV reports 3 employees and 358 individual clients, 41 of them high net worth.
- Its average account is about $214,000 (assets it manages divided by its 831 accounts).
Fee-only advisors in California · What fee-only advisors charge in California
Facts
| Based in | San Diego, California |
|---|---|
| Website | melbrod.com |
| Phone | (855) 635-2763 |
Melbrod Wealth Management fees
Melbrod Wealth Management doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: ongoing planning fee. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $178 million |
| Individual clients | 317 |
| High-net-worth clients | 41 |
| Accounts managed | 831 |
| Employees | 3 |
| Planning clients | 0 |
| Registered with | The SEC (801-112774) |
| Financial planning | Offered |
| Form ADV filed | July 15, 2026 |
| SEC record | CRD 281532 |