Melone Private Wealth, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 11, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250⁠-⁠$400/hr

“Hourly fees range from $250 to $400 per hour.”

Annual fee

$2,000⁠-⁠$20,000/yr

“MPW also offers ongoing financial planning services based on a negotiated annual fee that typically ranges from $2,000 to $20,000 annually.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Melone Private Wealth, LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Fees may be negotiable at the sole discretion of the Advisor, depending on the nature and complexity of the services to be provided.”
• “Investment Advisory Services Investment advisory fees are paid quarterly, in advance of each calendar quarter, pursuant to the terms of the investment advisory agreement.”
• “Fees may be negotiable at the sole discretion of the Advisor.”

How Melone Private Wealth, LLC’s fees compare

• Its hourly rate of $250-$400 is above the Michigan median of $250. 76% of the 170 other Michigan planners that publish an hourly rate charge less.
• 3 of the 3 other planners in Auburn Hills that publish an hourly rate charge less.
• Its annual fee of $2,000-$20,000 spans the Michigan median of $6,000. 81% of the 37 other Michigan planners that publish an annual fee charge less.

About Melone Private Wealth, LLC

• Firm size: 4 employees.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2020 (6 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.25% a year

Clients

155

Employees

4

Works with

Individuals, high net worth individuals, and pension and profit sharing plans

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and pension consulting

Assets managed

$313,234,000

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

311638

Website

linkedin.com/company/melone-private-wealth (opens in new tab)

Phone

(877) 293-5830

Other planners in Auburn Hills that publish fees

• New View Financial, LLCAuburn Hills$300/hr
• Retirement Resources, LLCAuburn Hills$200/hr, $500/yr
• Team Covert, LLCAuburn Hills$100⁠-⁠$500/hr, $1,200⁠-⁠$12,000
• 320 Life Financial PlanningHolland$250/hr
• 46 and 2 Investment Advisors, LLCTraverse City$200/hr
• 4Square Advisory Services, Inc.Fenton$150/hr, Up to $1,500

Compare all 4 planners in Auburn Hills