Melotte Financial Advisors
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$97,588,587
Total clients
83
60% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
83
Average account size
$1,175,766
About
Melotte Financial Advisors provides portfolio management and comprehensive financial planning to individuals and families, serving both non‑high‑net‑worth and high‑net‑worth clients. Typical engagements include retirement and IRA consulting, estate and lifetime‑gifting analysis, life‑insurance needs assessment (with insurance placement referred to outside specialists), and ongoing portfolio monitoring and reporting.
The firm’s investment process centers on a strategic asset allocation built from individualized financial projections and stress tests, with a default buy‑hold‑and‑rebalance approach and the flexibility to make tactical adjustments. It also offers a separate Tactical Growth strategy that relies more on technical signals and potentially higher trading activity to try to reduce downside exposure during sustained market declines; portfolios commonly blend low‑cost index funds with selective active strategies.
The principal is a CFP® professional with nearly two decades of industry experience, including prior investment‑committee service overseeing institutional‑scale assets, and the firm operates on a fee‑only basis. Managing roughly $97.6 million across about 83 client relationships, the firm also provides daily‑updated client portal reporting and includes explicit rollover and fiduciary disclosures under DOL guidance, features that distinguish it from many peers.
Client services
Financial planning
Portfolio management
Expertise
Life insurance needs analysis
Wealth management
Real estate investing
Options & derivatives strategies
Fee options
$0 - $300,000: 1.20% $300,000 - $1,000,000: 0.90% $1,000,000 - $5,000,000: 0.70% $5,000,000 - $10,000,000: 0.50% $10,000,000+: 0.30%
Hourly fees offered but specific rates not stated
Minimum fee: $400 per month minimum fee (negotiable) Fee-only: Fee-only investment adviser; compensation only from asset-based fees and hourly fees; no commissions, kickbacks, or third-party payments
Main office location
Melotte Financial Advisors
1150 Springhurst Drive, Suite 113
Green Bay WI 54304, United States
Number of offices
1
Most active in
Melotte Financial Advisors has reported serving >5 clients in these states in the last 12 months.
Illinois · Texas · Wisconsin
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
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