Melanie Perry
Melanie Perry is a CFP-designated registered investment advisor at Sustainable Wealth Advisory Group, based in Los Angeles, CA, with 24 years of industry experience. Melanie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees may be negotiable.
Fee Estimator
Location
3415 S Sepulveda Blvd., Ste 1100, Los Angeles, CA, 90034
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Melanie provides non-investment related financial literacy to women and children through Zeallionaire Enterprises and helps people get out of debt through Apex Wealth Strategies. Additionally, Melanie offers, evaluates, and places fixed insurance products with clients through UWM Insurance Services, taking about 10-20% of her time for each activity.
Employment History
Current Registrations
Sustainable Wealth Advisory Group
Previous Registrations
Urban Wealth Management or Uwm
Sagepoint Financial, INC.
Sagepoint Financial, INC.Broker
Park Avenue Securities LLCBroker
AXA Advisors, LLC
AXA Advisors, LLCBroker
MML Investors Services, INC.
MML Investors Services, INC.Broker
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
State Registrations1 state
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.