MP
MP
Melissa Perez-Leblanc
6 Years of Experience
Fulshear, TX
1 Disclosure
Melissa Perez-Leblanc is a registered investment advisor at Anchor & Oak Wealth Advisors, LLC, based in Fulshear, TX, with 6 years of industry experience. Melissa operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified
Fee Structure
Minimum Investment:$25K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Annual fees range from 0.5% to 2.00% depending on portfolio size, complexity, and administrative needs. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Fulshear, TX
Get directionsHistory
Regulatory History (1)
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Employment Separation After Allegations
September 2015Employment History
Current Registrations
Anchor & Oak Wealth Advisors, LLC
June 2026 - Present · 4 mos
Previous Registrations
Anchor & Oak Wealth Advisors, LLC
June 2026 - June 2026 · 0 mos
Global Investment Advisory
December 2025 - August 2026 · 8 mos
Girard Securities, INC.
January 2015 - September 2015 · 8 mos
Gfs Advisors LLC
August 2009 - January 2013 · 3 yrs 5 mos
Stanford Group Company
March 2007 - March 2009 · 2 yrs
State Registrations1 state
TX
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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