A complete list of active advisors currently associated with Melby Wealth Management
Warmer can help you find a great advisor at Melby Wealth Management or one who fits your needs even better.
The firm provides investment management and financial planning services to individuals and high-net-worth clients, offering both comprehensive ongoing planning and project-based engagements as well as assistance selecting and monitoring third‑party managers. It reports approximately $18.6 million in assets under management and does not impose a minimum account size. Investment implementation is primarily passive, using index mutual funds and ETFs informed by fundamental and cyclical analysis, and account supervision is guided by client-stated objectives and tax considerations. Uncommonly for its peer group, the firm reports no discretionary AUM and $18,634,616 in non-discretionary AUM, executes trades on an individual-account basis rather than through block trading, and does not vote client proxies. Operationally, the firm engages independent contractors for administrative and paraplanning support who may access client information under written confidentiality agreements but perform work under the direct supervision and review of the firm’s principal, with the firm retaining full responsibility for advisory services. The principal also operates affiliated businesses — a financial media/podcast entity and a separate SaaS/bourbon-tracking business — and discloses spending roughly 10% and 5% of their time on those activities respectively.
To learn more about the advisors currently working at Melby Wealth Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Brentwood, TN
| 7
|
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.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
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. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")