Website: https://melbywealth.com/
Melby Wealth Management is a fee-only financial planning and investment management firm based in Nashville, Tennessee. The firm operates as a fee-only fiduciary and states plainly that “we will never be paid a commission or sales incentive. Ever.” Melby Wealth serves clients nationwide and brings particular expertise to entertainment industry professionals, having grown out of its founder’s work with music industry clients. The firm is built around the view that “the traditional financial services model does not work for people whose lives do not follow a traditional path,” and it tailors its work to young professionals, families, business owners, musicians, and entertainment professionals.
Services
Melby Wealth offers three primary services. The first is comprehensive financial planning, described as “a comprehensive, ongoing subscription that covers everything from cash flow to estate planning.” The planning relationship is presented as a living document that evolves with the client, with an initial fee of $4,000 and an ongoing cost of $333.33 per month.
The second service is investment management, described as a customized portfolio strategy with ongoing management that can be offered on a stand-alone basis or as a complement to financial planning. The firm’s approach is based on fundamentals rather than speculation, and the fee is 0.75 percent of assets under management, paid quarterly from the portfolio.
The third offering is hourly project work for clients who need help on a specific question without a full commitment. Examples cited include mortgage analysis, 401(k) allocation, and debt repayment planning. The rate is $333.33 per hour, and a quote is provided before any work begins. A complimentary initial consultation is available for first-time clients, and the firm notes that its investment approach is grounded in fundamentals rather than speculation.
About
The firm was founded by Shaun Melby, CFP, who has over 15 years in the financial industry and spent nearly a decade as a business manager in the music industry. That experience with entertainment industry clients shaped the firm’s focus on people whose careers and income do not follow conventional patterns. The firm references a proprietary G.R.O.W. Process that guides its client work.
Location & Contact
Melby Wealth Management is based in Nashville, Tennessee, with a mailing address of PO Box 332031, Nashville, TN 37203. The firm can be reached by phone at 615-891-5444. Its service area is nationwide.
Additional Information
Shaun Melby holds the CERTIFIED FINANCIAL PLANNER (CFP) designation, and the firm operates strictly as a fee-only fiduciary. Because the firm earns no commissions or sales incentives, it presents its compensation as fully transparent and aligned with the client. Melby Wealth is a member of the National Association of Personal Financial Advisors (NAPFA), the Financial Planning Association (FPA), the XY Planning Network (XYPN), and the Fee-Only Network. The firm directs its planning, investment, and project-based services toward young professionals, families, business owners, musicians, and entertainment professionals, reflecting the founder’s background in the music industry. Melby Wealth maintains a professional presence on LinkedIn (linkedin.com/in/shaunmelby) and Facebook (facebook.com/melbywealth).
Profile compiled from the company’s official website (melbywealth.com).