TrueAdvisor
TrueAdvisor
RM
CFP
RM
CFP

Robert Melino

The Wealth Consulting Group
37 Years of Experience
Palm Desert, CA
View SEC Summary
View SEC Summary

Robert Melino is a CFP-designated registered investment advisor at The Wealth Consulting Group, based in Palm Desert, CA, with 37 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 12,940 clients with $6.3B in assets under management.

The Wealth Consulting Group
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
131 advisors
Number of Clients
12,940 clients
Average Client Portfolio
$485K average
Assets Under Management
$6.3B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

Maximum annual fee is 2.50% of assets under management. Fees are negotiable based on account size, complexity, and services required, and vary by representative and platform.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

Palm Desert, CA

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Robert is the treasurer of the Italian Heritage Club, dedicating minimal time. He also provides investment advisory services through WCG Wealth Advisors, LLC, spending about 10-20% of his time on this. Finally, Robert owns RDM Associates, providing income tax services, and dedicates minimal time to this.

Employment History
Current Registrations
The Wealth Consulting Group
July 2018 - Present · 8 yrs 3 mos
Previous Registrations
LPL Financial LLCBroker
November 2017 - October 2023 · 5 yrs 11 mos
LPL Financial LLC
November 2017 - October 2020 · 2 yrs 11 mos
National Planning Corporation ("npc of America" in Fl & Ny)
February 2006 - December 2017 · 11 yrs 10 mos
National Planning CorporationBroker
July 1999 - November 2017 · 18 yrs 4 mos
Royal Alliance Associates, INC.Broker
July 1991 - July 1999 · 8 yrs
Vfs Securities CORP.Broker
November 1988 - July 1991 · 2 yrs 8 mos
State Registrations1 state
CA
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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