Firm
Melotte Financial Advisors
Green Bay, Wisconsin
Fee-only
Facts
| Based in | Green Bay, Wisconsin |
|---|---|
| Website | melottefa.com |
| Phone | (920) 241-6632 |
Melotte Financial Advisors fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Asset-based fee | 1.2% a year on the first tier of assets |
|---|---|
| How it charges | Percentage of assets |
In the firm's words
"1.2% on the first $300,000" source
"0.3% above $10,000,000" source
"1.2% on the first $300,000" source
"designed for households with over $500,000 of investable assets." source
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 |
|---|---|
| Assets managed | $98 million |
| Individual clients | 33 |
| Financial planning | Offered |
| Form ADV filed | March 7, 2026 |
| SEC record | CRD 286218 |