A complete list of active advisors currently associated with Mellor & Associates LLC

Warmer can help you find a great advisor at Mellor & Associates LLC or one who fits your needs even better.

Mellor & Associates is a small, state-registered investment adviser that serves individual and high‑net‑worth clients as well as a limited number of corporate and trust accounts. The firm provides discretionary portfolio management and related planning services, including retirement rollovers and assistance with wealth transfer and charitable giving. The firm follows a fundamental, longer‑term investment approach, building portfolios from equities, fixed income, ETFs and occasional non‑traded REITs with an emphasis on multi‑year trends and five‑to‑ten‑year reviews rather than frequent trading. It generally exercises discretionary authority and uses cash‑flow modeling and asset‑allocation analysis to align investments with each client’s objectives and risk tolerance. Notable distinctions include that the principal offers limited tax‑preparation services and is a licensed life‑insurance agent who may receive commissions on insurance sales, arrangements the brochure discloses as potential conflicts of interest. The firm also does not sponsor wrap fee programs, does not vote client proxies (clients retain voting responsibility), and relies on a single institutional custodian for custody and account billing.

To learn more about the advisors currently working at Mellor & Associates LLC, 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.