AdvisorCensus / Financial advisors / Tennessee / Nashville / Melby Wealth Management
Melby Wealth Management
Filed as MELBY WEALTH MANAGEMENT · Legal name Melby Wealth Management, LLC
Melby Wealth Management is a state-registered investment advisory firm in Nashville, TN, registered since 2019, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 27, 2026.
Provided by the firm
Melby Wealth Management, LLC is a fee-only financial planning and investment management firm based in Nashville, Tennessee, serving clients locally and across the United States through virtual meetings. The firm is a NAPFA member and acts as a fiduciary.
Clients include young professionals, growing families, business owners, entrepreneurs, and musicians and entertainment professionals, including those with irregular income, royalties, or equity compensation. There is no account minimum.
Financial planning is offered as a flat recurring subscription and can address cash flow, retirement accounts, taxes, insurance, home buying, business finances, and career transitions. Work follows the firm's four-phase G.R.O.W. Process: Get Organized, Refine Strategy, Operations Design, and Work the Plan, with scheduled check-ins through the year. Investment management uses diversified, low-cost index ETFs, with allocations tied to each client's plan, time horizon, and risk tolerance. Hourly project-based work is also available.
The firm is paid directly by clients and does not accept commissions or referral fees. All investing involves risk, including possible loss of principal.
Services
Client focus
Credentials held at the firm
Advisors at Melby Wealth Management
Written by the firm and published October 5, 2026 after the firm attested to its compliance review. Everything below is from the firm's Form ADV filing.
Quick answers
From the filingHow is Melby Wealth Management compensated?
On its Form ADV (Item 5.E, October 2026), Melby Wealth Management reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).
Where is Melby Wealth Management located?
Melby Wealth Management's principal office is in Nashville, TN, according to its Form ADV.
Is Melby Wealth Management registered with the SEC or a state?
Melby Wealth Management is a state-registered investment advisory firm, registered since 2019. Status as filed: APPROVED. CRD 300147.
How much does Melby Wealth Management manage?
Melby Wealth Management reports $18,634,616 in regulatory assets under management in its Form ADV filing dated March 27, 2026 (0% discretionary).
What types of clients does Melby Wealth Management serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (79); high net worth individuals (8).
Does Melby Wealth Management report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/300147
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Regulatory assets under management
Item 5.F$18,634,616 as of October 2026, filing dated March 27, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Registration and firm details
Items 1, 2, 5- Legal name
- Melby Wealth Management, LLC
- Registration
- State-registered investment adviser. Status as filed: APPROVED.
- Registered since
- 2019 (7 years)
- Employees
- Total: 1. Performing investment advisory functions: 1.
- Wrap fee program participation
- No.
- States registered or notice-filed
-
2 states or jurisdictions
State-registered investment advisers are examined by their state securities regulator. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Changes in the filing
Last 12 monthsNo changes to these filed facts in the last 12 months of filing data.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Melby Wealth Management (CRD 300147): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/melby-wealth-management-nashville-tn-300147