Mellor & Associates LLC

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Client assets under management

$22,000,000

Clients

8% high-net worth

Advisors

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Low

Average account size

$349,206

About

Mellor & Associates is a small, state-registered investment adviser that serves individual and high‑net‑worth clients as well as a limited number of corporate and trust accounts. The firm provides discretionary portfolio management and related planning services, including retirement rollovers and assistance with wealth transfer and charitable giving.

The firm follows a fundamental, longer‑term investment approach, building portfolios from equities, fixed income, ETFs and occasional non‑traded REITs with an emphasis on multi‑year trends and five‑to‑ten‑year reviews rather than frequent trading. It generally exercises discretionary authority and uses cash‑flow modeling and asset‑allocation analysis to align investments with each client’s objectives and risk tolerance.

Notable distinctions include that the principal offers limited tax‑preparation services and is a licensed life‑insurance agent who may receive commissions on insurance sales, arrangements the brochure discloses as potential conflicts of interest. The firm also does not sponsor wrap fee programs, does not vote client proxies (clients retain voting responsibility), and relies on a single institutional custodian for custody and account billing.

Client services

Portfolio management

Expertise

Wealth management

Occupation focus

Founder/Business Owner

Fee options

Percentage

$0 - $5,000,000: 0.375% per quarter (1.5% per annum) Above $5,000,000+: Negotiable

Other

Account minimum: $100,000

Main office location

Mellor & Associates LLC

14205 Se 36 Th St, Suite 100

Bellevue WA 98006, United States

Number of offices

Most active in

Idaho · Washington

Disclosures

Business activities & affiliations

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.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

Website 425-827-2527

Advisors at this firm

Joel M

Series 63

Bellevue, WA

Mellor & Associates LLC

Joel Mellor is a financial advisor at Mellor & Associates LLC in Bellevue, WA, with 17 years of industry experience. He holds a Series 63 designation and has been with Mellor & Associates since 1996. Outside of his advisory role, Mellor provides tax preparation services and sells life and disability insurance. Mellor & Associates offers discretionary investment management to individuals, trusts, and businesses, focusing on retirement planning, wealth maintenance, and intergenerational transfers. The firm employs a fundamental, long-term investment approach and uses cash-flow modeling and asset allocation to align portfolios with clients’ liquidity needs and risk tolerance.

Wealth management Founder/Business Owner

Richard M

Series 65

Bellevue, WA

Mellor & Associates LLC

Richard Mellor is a financial advisor at Mellor & Associates LLC in Bellevue, WA, holding a Series 65 designation with 13 years of industry experience. Prior to his advisory role, he worked at United Parcel Service from 2012 to 2017. Mellor & Associates provides discretionary investment management services to individuals, trusts, and businesses, focusing on retirement planning, wealth maintenance, and intergenerational transfers. The firm employs a fundamental, long-term investment approach, utilizing equities, fixed income, ETFs, and selected non-traded REITs to align portfolios with clients’ liquidity needs and risk tolerance.

Wealth management Founder/Business Owner

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