Melissa Cox
Melissa Cox is a CFP-designated registered investment advisor at Van Clemens Wealth Management, LLC, based in Dallas, TX, with 21 years of industry experience. Melissa operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 2 more. Their firm serves 616 clients with $470M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Van Clemens Wealth Management charges up to 2% of the value of your investments annually for managing your portfolio. The exact fee is negotiable. Fees are charged monthly based on the average daily balance. Some third-party managers may charge additional fees. Clients engaging with Orion and Vise may be subject to additional fees beyond Van Clemens' fee. Vise long-short model fee together with our advisory fee can surpass 2% but will not exceed 3%.
Location
Dallas, TX
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
January 2025Other Business Activities
Melissa is the trustee for the Marie King Trust account, dispersing funds and filing tax returns, spending minimal time per month. She also owns Future Focus Wealth, an entity for her independent financial services practice, authoring, and public speaking, dedicating a few hours per week to its direction, marketing, and management.
Employment History
Current Registrations
Van Clemens Wealth Management, LLC
Van Clemens & CO. IncorporatedBroker
Previous Registrations
Van Clemens Wealth Management, LLC
Isc Advisors, INC.
Institutional Securities Corporation
Fetterman Investments, INC
Institutional Securities CorporationBroker
Fetterman Investments, INC.Broker
State Registrations8 states
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.