{ "crd_number": 300147, "slug": "melby-wealth-management-nashville-tn-300147", "primary_business_name": "MELBY WEALTH MANAGEMENT", "legal_name": "MELBY WEALTH MANAGEMENT, LLC", "dbas": [], "city": "Nashville", "state": "TN", "country": "United States", "cbsa_code": "34980", "metro": { "cbsa_code": "34980", "common_name": "Nashville", "msa_name": "Nashville-Davidson--Murfreesboro--Franklin, TN", "path": "/advisors/tn/nashville" }, "registration_type": "state", "registration_status": "APPROVED", "registration_date": "2019-02-27", "years_registered": 7, "period": "2026-10-01", "filing_date": "2026-03-27", "carried_forward": false, "raum_total": 18634616.0, "raum_discretionary": 0.0, "raum_non_discretionary": 18634616.0, "raum_band": "under_25m", "raum_band_label": "Under $25 million", "total_employees": 1, "advisory_employees": 1, "client_count_bucket": null, "clients_by_type": { "individuals": { "raum": 11564253.0, "count": 79 }, "high_net_worth_individuals": { "raum": 7070363.0, "count": 8 } }, "compensation_types": [ "fixed", "hourly", "percentage_of_aum" ], "advisory_activities": [ "financial_planning", "portfolio_management_individuals", "selection_of_other_advisers" ], "wrap_fee_participant": false, "disclosure_yes_count": 0, "states_registered": [ "LA", "TN" ], "websites": [ "https://facebook.com/melbymoney", "https://facebook.com/melbywealth", "https://instagram.com/melbymoney", "https://linkedin.com/company/12671334", "https://melbywealth.com", "https://tiktok.com/@melbymoney", "https://youtube.com/@melbymoney" ], "iapd_url": "https://adviserinfo.sec.gov/firm/summary/300147", "city_as_filed": "NASHVILLE", "url": "https://advisorcensus.com/firm/melby-wealth-management-nashville-tn-300147", "display_name": "Melby Wealth Management", "summary": "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.", "citation": "AdvisorCensus. Melby Wealth Management (CRD 300147): Form ADV filing data as of October 2026.", "registration_type_label": "State-registered investment adviser", "compensation_labels": [ "A percentage of assets under your management", "Hourly charges", "Fixed fees (other than subscription fees)" ], "advisory_activity_labels": [ "Financial planning services", "Portfolio management for individuals and/or small businesses", "Selection of other advisers (including private fund managers)" ], "quick_answers": [ { "q": "How is Melby Wealth Management compensated?", "a": "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)." }, { "q": "Where is Melby Wealth Management located?", "a": "Melby Wealth Management's principal office is in Nashville, TN, according to its Form ADV." }, { "q": "Is Melby Wealth Management registered with the SEC or a state?", "a": "Melby Wealth Management is a state-registered investment advisory firm, registered since 2019. Status as filed: APPROVED. CRD 300147." }, { "q": "How much does Melby Wealth Management manage?", "a": "Melby Wealth Management reports $18,634,616 in regulatory assets under management in its Form ADV filing dated March 27, 2026 (0% discretionary)." }, { "q": "What types of clients does Melby Wealth Management serve?", "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (79); high net worth individuals (8)." }, { "q": "Does Melby Wealth Management report any disciplinary disclosures?", "a": "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" } ], "filing_history": [], "recent_changes": [], "fees_from_brochure": null, "custodians": [], "custodians_note": null, "markdown_url": "https://advisorcensus.com/firm/melby-wealth-management-nashville-tn-300147.md", "clients": [ { "type": "individuals", "label": "Individuals (other than high net worth individuals)", "count": 79, "fewer_than_5": false, "raum": 11564253.0 }, { "type": "high_net_worth_individuals", "label": "High net worth individuals", "count": 8, "fewer_than_5": false, "raum": 7070363.0 } ], "disclosure_line": "Reports no disclosure items on Form ADV Item 11.", "disclosure_items": [], "indexable": true, "suppressed": false, "claimed": true, "enhanced": true, "provided_by_the_firm": { "logo_url": "https://oaryhqhfnfjbvzaukneq.supabase.co/storage/v1/object/public/census-media/300147/logo-2c2baa57b121.png?", "photo_url": "https://oaryhqhfnfjbvzaukneq.supabase.co/storage/v1/object/public/census-media/300147/photo-9d5415674498.jpg?", "description": "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.\n\nClients 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.\n\nFinancial 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.\n\nThe firm is paid directly by clients and does not accept commissions or referral fees. All investing involves risk, including possible loss of principal.", "description_paragraphs": [ "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": [ "Financial planning", "Investment management", "Retirement income planning", "Tax planning", "Estate planning coordination", "Insurance analysis", "Education funding", "Equity compensation planning", "Business owner planning", "Cash flow and budgeting", "Retirement plan consulting", "Social Security timing", "Real estate decisions", "Debt and student loan planning", "Executive compensation", "Trust and legacy planning", "Small business retirement plans" ], "niches": [ "business owners", "entertainers and musicians", "families with young children", "professional athletes", "young professionals" ], "credentials": [ { "code": "CFP", "name": "Certified Financial Planner" } ], "booking_url": "https://calendly.com/melbywealth/initial-consultation", "website_url": "https://www.melbywealth.com/", "social_links": [], "published_label": "October 5, 2026", "advisors": [ { "id": "613d7e4a-f465-4cf3-8a29-ed94057e205a", "bio": "Shaun Melby, CFP®, is the founder of Melby Wealth Management, LLC, in Nashville, Tennessee. He earned the CERTIFIED FINANCIAL PLANNER® certification early in his career.\n\nShaun has over 15 years of experience in the financial industry, including nearly a decade working closely with well-known names in music. He views the financial planning process as a foundation for building and maintaining wealth, and he founded Melby Wealth Management to bring that process to individuals and families working toward their financial goals.\n\nOriginally from Onalaska, Wisconsin, Shaun moved to Nashville in 2005 to earn a BBA in Finance and Music Business from Belmont University. He and his wife call Nashville home with their daughter and son.\n\nIn his spare time, Shaun enjoys Predators and Nashville SC games, cheering on the Green Bay Packers, the local dining scene, traveling, and time with family, friends, and their dogs, Hank and Bo.", "slug": "shaun-melby-613d7e", "title": "Founder", "location": "Nashville, TN", "last_name": "Melby", "first_name": "Shaun", "is_primary": true, "credentials": "CFP®", "specialties": "Wealth management, fee-only financial planning, investment management, building wealth", "bio_page_url": "https://www.melbywealth.com/the-advisor", "individual_crd": 5502072, "name": "Shaun Melby", "path": "/firm/melby-wealth-management-nashville-tn-300147/advisors/shaun-melby-613d7e", "credential_list": [ "CFP®" ], "specialty_list": [ "Wealth management", "fee-only financial planning", "investment management", "building wealth" ], "bio_paragraphs": [ "Shaun Melby, CFP®, is the founder of Melby Wealth Management, LLC, in Nashville, Tennessee. He earned the CERTIFIED FINANCIAL PLANNER® certification early in his career.", "Shaun has over 15 years of experience in the financial industry, including nearly a decade working closely with well-known names in music. He views the financial planning process as a foundation for building and maintaining wealth, and he founded Melby Wealth Management to bring that process to individuals and families working toward their financial goals.", "Originally from Onalaska, Wisconsin, Shaun moved to Nashville in 2005 to earn a BBA in Finance and Music Business from Belmont University. He and his wife call Nashville home with their daughter and son.", "In his spare time, Shaun enjoys Predators and Nashville SC games, cheering on the Green Bay Packers, the local dining scene, traveling, and time with family, friends, and their dogs, Hank and Bo." ], "indexable": true, "iapd_url": "https://adviserinfo.sec.gov/individual/summary/5502072", "brokercheck_url": "https://brokercheck.finra.org/individual/summary/5502072" } ] }, "source": { "name": "Form ADV", "as_of": "2026-10-01", "iapd_url": "https://adviserinfo.sec.gov/firm/summary/300147", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }