MK
CFP
MK
CFP

Melanie Kahrs

18 Years of Experience
Fairfax, VA
Broker

Melanie Kahrs is a CFP-designated registered investment advisor at Edward Jones, based in Fairfax, VA, with 18 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, Retirement Planning, Tax Planning. Their firm serves 3,743,795 clients with $820B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
22714 advisors
IM Fee
Planning only
Assets Under Management
$825.0B

Fee Structure

Minimum Investment:$250K

Edward Jones offers an Ongoing Financial Planning Service for a maximum fee of $3,600 per year. This includes a financial plan and periodic updates, generally at least once per year, based on consultations with your financial advisor. You can discuss and revise your plan as needed. The fee may be paid in quarterly installments. To be eligible, you must have at least $250,000 enrolled in one or more Edward Jones Advisory Programs.

Edward Jones offers a Point in Time Financial Planning Service for which they do not currently charge a separate fee, but reserve the right to do so in the future. This service includes consultations with your financial advisor who will analyze your situation and provide a personalized financial plan.

Annual Retainer:Up to $3,600/year
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Location

Fairfax, VA

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Edward JonesBroker
September 2021 - Present · 4 yrs 10 mos
Edward Jones
September 2021 - Present · 4 yrs 10 mos
Edward Jones
September 2021 - Present · 4 yrs 10 mos
Previous Registrations
Madison Avenue Securities, LLCBroker
December 2019 - September 2021 · 1 yr 9 mos
Campbell Wealth Management, INC.
December 2019 - September 2021 · 1 yr 9 mos
Fidelity Personal and Workplace Advisors
July 2018 - December 2019 · 1 yr 5 mos
Strategic Advisers LLC
June 2012 - July 2018 · 6 yrs 1 mo
Fidelity Brokerage Services LLCBroker
March 2012 - December 2019 · 7 yrs 9 mos
Signator Investors, INC.
July 2009 - February 2012 · 2 yrs 7 mos
Signator Investors, INC.Broker
August 2007 - February 2012 · 4 yrs 6 mos
State Registrations19 states
COCTDCFLILINMAMDMINCNJNYOHORPASCTNVAWI
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.
Melanie Kahrs - Financial Advisor | TrueAdvisor