Melissa Sweet is a registered investment advisor at Sweetmoney, based in Greenfield, MA, with 23 years of industry experience. Melissa operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 400 clients.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
SweetMoney does not manage investments directly. Instead, SweetMoney provides advice on how to invest in employer-sponsored retirement plans, individual retirement accounts (IRAs), and college savings plans. SweetMoney recommends diversified portfolios of low-cost mutual funds.
Location
Greenfield, MA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Sweetmoney
Previous Registrations
Money Sense
State Registrations1 state
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