Angel Melgoza is a CFP-designated registered investment advisor at Yfp Wealth, based in New Albany, OH, with 11 years of industry experience. Angel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 232 clients with $53M 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 | 1.00% |
| $500K - $1.0M | 0.90% |
| $1.0M - $2.0M | 0.80% |
| $2M+ | 0.70% |
Minimum annual fee of $5,000 for comprehensive financial planning with investment management and $1,000 per year for investment management only. Some legacy clients may pay a lower fee.
Fee Estimator
Location
118 E Main St., New Albany, OH, 43054
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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 →Employment History
Current Registrations
Yfp Wealth
Previous Registrations
Origin Financial
Origin Financial
Mylife Financial
Your Richest Life
LPL Financial LLCBroker
LPL Financial LLC
Mylife Financial
Financial Life Advisors
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.