Melissa Yano
Melissa Yano is a CFP-designated registered investment advisor at Capital Wealth Planners, LLC, based in Folsom, CA, with 12 years of industry experience. Melissa operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Retirement Planning, and 1 more. Their firm serves 65 clients with $94M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.5M | 1.00% |
| $1.5M+ | 0.60% |
Maximum annual combined fee charged to clients by Capital Wealth Planners and the Third-Party Manager(s) will not exceed 2.25%. The maximum annual fee charged by the Third-Party Manager(s) will not exceed 1.00%.
Fee Estimator
Location
101 Parkshore Drive, Suite 100, Folsom, CA, 95630
Get directionsHistory
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Melissa has been an insurance agent since 2016, selling various insurance products in California. This activity is investment-related.
Employment History
Current Registrations
Capital Wealth Planners, LLC
State Registrations1 state
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.