MC
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Melodi Cupp
11 Years of Experience
Newport News, VA
2 DisclosuresBroker
Melodi Cupp is a registered investment advisor at Wells Fargo Advisors, based in Newport News, VA, with 11 years of industry experience. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,327,695 clients with $610B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14703 advisors
IM Fee
Planning only
Assets Under Management
$606.0B
Fee Structure
Minimum Investment:$250K
- Cash Flow Analysis — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Education Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Retirement Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Risk Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Wealth Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Divorce Planning — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
- Special Needs Analysis — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
- Sports & Entertainment — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
- Business Owner Planning — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
The total fee per engagement can range up to $5,000 for clients with a net worth of $250,000 to $500,000, up to $12,500 for clients with a net worth over $500,000 to $1,000,000, and up to $25,000 for clients with a net worth over $1,000,000. Fees are subject to negotiation and may vary.
One-Time Plan:Up to $25,000
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Location
11817 Canon Blvd Ste 100, Newport News, VA, 23606
Get directionsHistory
Regulatory History (2)
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Financial
June 2021Final
Financial
June 2021Final
Employment History
Current Registrations
Wells Fargo Clearing Services, LLCBroker
February 2024 - Present · 2 yrs 5 mos
Wells Fargo Advisors
February 2024 - Present · 2 yrs 5 mos
Previous Registrations
Morgan Stanley
August 2022 - February 2024 · 1 yr 6 mos
Morgan StanleyBroker
August 2022 - February 2024 · 1 yr 6 mos
Securities America, INC.Broker
January 2021 - June 2022 · 1 yr 5 mos
Securities America Advisors, INC.
January 2021 - June 2022 · 1 yr 5 mos
Wells Fargo Clearing Services, LLC
July 2016 - June 2021 · 4 yrs 11 mos
Wells Fargo Clearing Services, LLCBroker
July 2016 - June 2021 · 4 yrs 11 mos
Suntrust Investment Services, INC.
August 2015 - June 2016 · 10 mos
Suntrust Investment Services, INC.Broker
August 2015 - June 2016 · 10 mos
Wells Fargo Advisors, LLC
November 2014 - August 2015 · 9 mos
Wells Fargo Advisors, LLCBroker
May 2014 - August 2015 · 1 yr 3 mos
State Registrations52 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
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.