Melissa Adams
Melissa Adams is a CFP-designated registered investment advisor at Achieve Retirement & Wealth Management, LLC, based in Ridgefield, CT, with 29 years of industry experience. Melissa operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 66 clients with $76M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
The maximum annual fee charged for Comprehensive Portfolio Management will not exceed 1.50%. Fees are negotiable.
Fee Estimator
Location
386 Main Street, 2nd Floor, Ridgefield, CT, 06877
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Melissa co-owns two family rental properties with her husband, Chris Adams, since 2012, dedicating minimal time to this activity. She is also a non-managing member of REI Equity Partners II, LLC, an investment club investing in commercial real estate, since 2014.
Employment History
Current Registrations
Achieve Retirement & Wealth Management, LLC
Previous Registrations
Merit Financial Partners LLC
Prudential Annuities Distributors, INCBroker
Ast Investment Services, INC.
John Hancock Distributors LLC
John Hancock Distributors LLCBroker
Manulife Wood Logan, INC.Broker
Amev Investors, INC.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.