Mel Consulting Co. d/b/a Mel & Co
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
MEL Consulting Co. provides discretionary portfolio management and a range of financial planning services to individuals, high‑net‑worth clients, and small‑ to mid‑sized businesses. Services include comprehensive, ongoing planning engagements, shorter "mini" planning sessions, and implementation support alongside account management.
The firm’s investment work is grounded in modern portfolio theory and implemented primarily through passive, asset‑class‑based portfolios intended to align asset allocation with clients’ goals, time horizons and risk tolerance. The planning process is personalized and behavioral in focus, collecting detailed information about clients’ financial histories, goals and relationship with money, with regular monitoring and review of accounts.
What sets the firm apart from many peers is its emphasis on educational programming and public speaking: offerings include a multi‑month program tailored to women professionals, a two‑day bootcamp, and a customizable Financial Wellness Program for employers that pairs group workshops with homework and individual follow‑ups. The firm also combines traditional planning with business consulting for small business clients and provides graduated access to discounted planning rates for certain program graduates; seminars may be offered for a fee or pro bono.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
Comprehensive Financial Planning: $3,300 total (upfront $1,500 + $150/month), Financial Planning Fixed Fee: $1,500 to $5,000, negotiable, paid in installments or upon completion, Educational Seminars: $0 to $5,000 depending on seminar
$0 - $100,000: 1.50% $100,001 - $250,000: 1.25% $250,001 - $999,999: 1.00% $1,000,000+: 0.75%
$150 to $250 per hour depending on complexity
Account minimum: $100,000
Main office
Chicago IL
Advisors at this office
1
Most active in
Illinois
Also doing business as
Mel Consulting Co. · Mel Consulting Co. D/B/A Mel & Co
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")