Services

Overview & Fee Options

At Mellen Money Management we provide a variety of services and structure our offerings in a way that emphasizes ensuring your best interests stay top of mind. Whether you need comprehensive planning and advisory services, hourly consultation, or student loan planning, our goal is to provide a collaborative process. If you are a comprehensive planning client, investment management is included. Our ideal client is someone who values our collaboration and understands the benefits of working with an independent fee-only Certified Financial Planner®.

How Can We Help?

We take a comprehensive look at your financial path and determine where we can best add value. Our objective is to help you achieve your goals and live a more fulfilling life. College planning and student loans are just the tip of the iceberg in terms of what we do for our clients. We pride ourselves in our ability to help manage all facets of your financial plan. More specifically, we focus on helping our clients with: 
 

  • investment management

  • retirement planning

  • tax planning

  • insurance analysis

  • budgeting & debt management

 

Comprehensive Financial Planning
& Investment Advisory Service

  • Setup fee = $500 - $1,500
     

  • Ongoing services start at $175/month for accounts with less than $210,000 and increases based on assets under management at the following rates:
     

    • 1% for accounts between $210,001 and $1,000,000

    • 0.75% anything above $1,000,001
       

  • Fees can be deducted from investment accounts and/or paid out of pocket

Comprehensive Services Include:

  • Investment management

  • College planning

  • Student loans

  • Retirement planning

  • Budgeting & debt mgmt 

  • Optimize company benefits

  • 401(k)s, IRAs. Roth IRAs

  • Stock options

  • Business planning

  • Tax planning

  • Life & disability insurance

  • Long-term care

  • Risk management

  • Real estate & 1031 exchanges

  • Estate plan overview

  • Referrals
    (CPAs, attorneys, Realtors, etc.)

  • Portfolio rebalancing

  • On-demand advice

 

Hourly Consultations

Hourly Consultations

Services Include:

  • Short-term engagements and one-time financial plans

  • Services include, but are not limited to the following: investments, retirement, budgeting, debt, college, and employee benefits.

Costs:

  • $250/hour
     

  • Hourly work can be applied towards the initial setup fee if a client decides to commit to our comprehensive financial planning services

Student Loan Planning

Services Include:

  • Help determine most effective way to pay down student debt

  • Goal is to minimize interest costs and/or monthly payments

  • Evaluate debt forgiveness options versus refinancing

  • Incorporate payment plan with other cash flow needs

Costs to Implement Plan:

  • Single borrower — $495 one-time fee, or $50/month
    for 12 months

     

  • Two borrowers — $695 one-time fee, or $70/month
    for 12 months

Call

(904) 580 - 4698

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