Advisor at Cleveland Retirement Planning LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Cleveland Retirement Planning LLC
Location
Westlake, OH 44145
Credentials
CFP®, Series 66
Industry experience
25 years
Joshua Melda is a CFP® professional with 25 years of experience in financial advising. He is the sole advisor at Cleveland Retirement Planning LLC and has previously worked at Trustpoint, LLC, Lincoln Financial Advisors Corporation, and Securities America. Outside of advising, Melda teaches classes on sales, leadership, and management through Sandler Training. Cleveland Retirement Planning LLC provides investment management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, and employer-sponsored plans. The firm offers tailored portfolio management and retirement-plan consulting, managing discretionary assets of approximately $39 million as of the end of 2024.
Based on Cleveland Retirement Planning LLC
Based on Cleveland Retirement Planning LLC
Financial planning flat fee as agreed upon; Estate planning flat fee $1,500 to $3,500 per engagement
$0 - $250,000: 1.50% $250,001 - $1,000,000: 1.25% $1,000,001 - $3,000,000: 1.00% $3,000,001 - $5,000,000: 0.80% $5,000,001 - $7,000,000: 0.60% Over $7,000,000+: 0.50%
Financial planning services provided at hourly rate as agreed upon in Financial Planning contract
Fee-only: Financial planning services at flat fee as agreed upon; Estate planning services $1,500 to $3,500 per plan
1991 Crocker Road,, Suite 600
Westlake, OH 44145
Ohio
Trustpoint, LLC
2020 - Present (6 years)
Lincoln Financial Advisors Corporation
2016 - 2020 (4 years)
Securities America Advisors, Inc.
2012 - 2016 (4 years)
Securities America, Inc
2012 - 2016 (4 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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