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CFP

Melissa Cox

Van Clemens Wealth Management, LLC
21 Years of Experience
Dallas, TX
1 DisclosureBroker
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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 is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 616 clients with $470M in assets under management.

Van Clemens Wealth Management, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
40 advisors
Number of Clients
616 clients
Average Client Portfolio
$764K average
Assets Under Management
$470.4M

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Annual fees are up to 2% of assets under management and are negotiable. RBC wrap programs range from 0.10% to 0.45%. Certain third-party strategist fees may apply in addition.

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

Dallas, TX

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History

Regulatory History (1)
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Employment Separation After Allegations
January 2025
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Other 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
January 2025 - Present · 1 yr 9 mos
Van Clemens & CO. IncorporatedBroker
January 2025 - Present · 1 yr 9 mos
Previous Registrations
Van Clemens Wealth Management, LLC
January 2025 - January 2025 · 0 mos
Isc Advisors, INC.
April 2013 - January 2025 · 11 yrs 9 mos
Institutional Securities Corporation
January 2007 - December 2013 · 6 yrs 11 mos
Fetterman Investments, INC
December 2005 - March 2011 · 5 yrs 3 mos
Institutional Securities CorporationBroker
July 2005 - January 2025 · 19 yrs 6 mos
Fetterman Investments, INC.Broker
February 2005 - December 2005 · 10 mos
State Registrations9 states
AZCAFLNCNMNVOKTNTX
AdvisorBrokerBoth

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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