Michael Mellberg Investment Advisor fees and pricing
Financial planner in Reno, Nevada. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 12, 2026, Michael Mellberg Investment Advisor charges $350 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 12, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $350/hr
“Clients may engage MMC for ongoing, standalone financial planning and consultation services under an hourly fee arrangement at the hourly rate of $350 per hour, billed in 6minute increments with a partial increment being treated as a whole.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Michael Mellberg Investment Advisor bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are negotiable at the discretion of MMC.”
- “Portfolio Management and General Financial Planning Fee Portfolio Management and General Financial Planning fees are billed quarterly, in advance.”
- “Upon termination of a Portfolio Management with General Financial Planning services engagement, MMC will refund fees on a pro rata basis for the portion of the quarter completed.”
How Michael Mellberg Investment Advisor’s fees compare
- Its hourly rate of $350 is above the Nevada median of $300. 53% of the 64 other Nevada planners that publish an hourly rate charge less.
- 12 of the 21 other planners in Reno that publish an hourly rate charge less.
About Michael Mellberg Investment Advisor
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CPA.
- Founded: 2020 (6 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College planning
Firm details from Form ADV
- How the firm is paid
- Hourly fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1.5% a year
- Clients
- 11
- Employees
- 1
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $6,744,124
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 311833
- Phone
- (775) 323-8131
Other planners in Reno that publish fees
- Advowealth Advisors, LLCReno$350/hr, $750-$10,000
- Alchemy Wealth ManagementReno$350/hr, $5,000-$15,000
- Athena Wealth Management, LLCReno$500/hr, $1,000-$10,000
- Belpointe Asset Management LLCReno$500/hr
- Caskwise Capital IncReno$3,500-$15,000, $1,200/qtr
- Discretionary Inc.Reno$350/hr, $5,000
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.