Mel Consulting Co. d/b/a Mel & Co
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$18,000,000
Clients
29
14% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
29
TypicalAverage account size
$620,690
About
MEL Consulting Co. provides discretionary portfolio management and a range of financial planning services to individuals, high‑net‑worth clients, and small‑ to mid‑sized businesses. Services include comprehensive, ongoing planning engagements, shorter "mini" planning sessions, and implementation support alongside account management.
The firm’s investment work is grounded in modern portfolio theory and implemented primarily through passive, asset‑class‑based portfolios intended to align asset allocation with clients’ goals, time horizons and risk tolerance. The planning process is personalized and behavioral in focus, collecting detailed information about clients’ financial histories, goals and relationship with money, with regular monitoring and review of accounts.
What sets the firm apart from many peers is its emphasis on educational programming and public speaking: offerings include a multi‑month program tailored to women professionals, a two‑day bootcamp, and a customizable Financial Wellness Program for employers that pairs group workshops with homework and individual follow‑ups. The firm also combines traditional planning with business consulting for small business clients and provides graduated access to discounted planning rates for certain program graduates; seminars may be offered for a fee or pro bono.
Client services
Financial planning
Portfolio management
Educational seminars or workshops
Expertise
Cash flow / budgeting
Equity Recipients (RS/RSU, SOP, ESPP)
College savings (529s, UTMA, etc.)
General estate planning guidance
Occupation focus
Founder/Business Owner
Demographic focus
Women Professionals
Dual Income Family
Young Families
Approaching retirement
Fee options
Comprehensive Financial Planning: $3,300 total (upfront $1,500 + $150/month), Financial Planning Fixed Fee: $1,500 to $5,000, negotiable, paid in installments or upon completion, Educational Seminars: $0 to $5,000 depending on seminar
$0 - $100,000: 1.50% $100,001 - $250,000: 1.25% $250,001 - $999,999: 1.00% $1,000,000+: 0.75%
$150 to $250 per hour depending on complexity
Account minimum: $100,000
Main office location
Mel Consulting Co. d/b/a Mel & Co
Chicago IL, United States
Number of offices
1
Most active in
Mel Consulting Co. d/b/a Mel & Co has reported serving >5 clients in these states in the last 12 months.
Illinois
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
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.
Forms ADV
Quick links
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