Melissa Walsh is a CFP-designated registered investment advisor at Clarity Financial Design, based in Sarasota, FL, with 16 years of industry experience. Melissa operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Education Planning, Estate Planning, and 6 more. Their firm serves 33 clients with $30M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.10% |
| $2.0M - $4.0M | 0.95% |
| $4M+ | 0.85% |
For Clients enrolled in our Entrepreneur financial planning offering, investment management services are offered at 1.1% of the assets under management. The annual fees are negotiable.
Fee Estimator
Contact
Melissa Walsh
Location
205 N Orange Ave, Suite 306, Sarasota, FL, 34236
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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 works as an independent consultant for fintech and family office firms since 2021. She dedicates a few hours per week to advising on financial planning tool development and working on analyst reviews of securities-related research and calls.
Employment History
Current Registrations
Clarity Financial Design
Previous Registrations
Allegiant Private Advisors, LLC
Commonwealth Financial Network
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Pioneer Institutional Asset Management, INC.
Pioneer Funds Distributor, INC.Broker
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
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.
Exams