Melissa Mazard is a registered investment advisor at Seek the Plan, based in Baltimore, MD, with 13 years of industry experience. Melissa 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.
Compensation
Firm Size
IM Fee
Fee Structure
For clients who want ongoing support after their initial financial plan is complete, Prosper Financial offers continued guidance for a monthly fee of $50 to $1,000. The specific services and frequency will be defined in a separate agreement.
Prosper Financial charges up to $15,000 for a comprehensive financial plan, depending on the services required. The fee and payment schedule (advance, monthly, or half in advance and half upon completion) are negotiated with the client. These projects are completed within six months.
Location
Baltimore, MD
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Regulatory History
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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Melissa volunteers with Junior Achievement and Spark Business Academy, teaching financial literacy to students, dedicating about 10-20% of her time to each. She also works as an Audit Manager at Fortified, a distribution center, nearly full-time.
Employment History
Current Registrations
Seek the Plan
Previous Registrations
Foresters Financial Services, INC.Broker
State Registrations1 state
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