Melissa Sweet
Advisor at SweetMoney
Updated today
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.
About
Melissa Sweet is the principal advisor at SweetMoney in Greenfield, MA, holding a Series 65 designation with 23 years of industry experience. She has been leading SweetMoney since 2015 and has also been involved with MONEY$ENSE since 2002. SweetMoney provides financial planning, counseling, and coaching services focused on budgeting, debt management, savings, and major financial decisions for individuals and couples across income levels. The firm offers in-person and phone consultations, written reports, and conducts workshops for employers and educational institutions, emphasizing education and referrals to third-party managers for clients seeking active portfolio management.
Fee options
$200/hour up to $150,000 gross income; $350/hour for $150,000 and over gross income
Fee-only: $200 per hour for clients with gross income up to $150,000/year; $350 per hour for clients with gross income $150,000 and over
Location
Greenfield, MA
Most active in
Melissa S has reported serving >5 clients in these states in the last 12 months.
Massachusetts
Work history
Sweet Money
2015 - Present (11 years)
MONEY$ENSE
2002 - Present (24 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Senaida B
Series 65, Series 66
Montague, MA
Clarity Wealth Management LLC
Jennifer L
CFP®, Series 63, Series 65
Greenfield, MA
Compass Planning Associates, Inc.
Steve K
CFP®, Series 63, Series 65
Greenfield, MA
Orbis Wealth Management
Wendy Suzanne M
CFP®
Greenfield, MA
ProsperiTea Planning
Mari F
CFP®
San Diego, CA
ProsperiTea Planning
Samuel P
CFA®
Greenfield, MA
ProsperiTea Planning
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