Shaun Melby is a CFP-designated registered investment advisor at Melby Wealth Management, based in Brentwood, TN, with 7 years of industry experience. Shaun operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Athletes & Entertainers, Business Owners, Estate Planning, Financial Planning & Coaching, and 6 more. Their firm serves 87 clients with $19M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.75% |
Fee Estimator
Contact
Shaun Melby
Location
Brentwood, TN
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Shaun owns Melby Media, LLC, a financial education and media entity affiliated with Melby Wealth Management, LLC. He produces podcasts and blogs on general financial and investment topics, spending minimal time on this activity.
Employment History
Current Registrations
Melby Wealth Management
State Registrations2 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.
Exams
Additional Information
My name is Shaun Melby and I am the founder of Melby Wealth Management. At the time of my certification, I was one of the youngest CERTIFIED FINANCIAL PLANNER™ practitioners in the country. I have over 10 years of experience in the financial industry while working closely with some of the biggest names in music. I believe the financial planning process is the best way to create and maintain wealth, so I formed Melby Wealth Management to help as many people as possible work towards achieving their dreams and obtaining financial peace of mind.