Shaun Melby, CFP® Melby Wealth Management, LLC

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About Shaun Melby, CFP®

My name is Shaun Melby and I am the founder of Melby Wealth Management, LLC. At the time of my certification, I was one of the youngest CERTIFIED FINANCIAL PLANNER™ practitioners in the country. I have over 10 years of experience in the financial industry while working closely with some of the biggest names in music. I believe the financial planning process is the best way to create and maintain wealth, so I formed Melby Wealth Management to help as many people as possible work towards achieving their dreams and obtaining financial peace of mind.

I grew up in Onalaska, Wisconsin and moved to Nashville, Tennessee in 2005 to earn a BBA in Finance as well as Music Business from Belmont University. My wife and I call Nashville, Tennessee home. During my spare time, I enjoy going to Nashville Predators games, cheering on the Green Bay Packers, checking out the local dining scene, traveling, playing with our dogs Hank and Bo, and spending time with family and friends.

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Recently Published

Your 6 Step Checklist When Picking A Financial Advisor

September 10, 2019

Picking a financial advisor can be a daunting task. "What do I look for? Where do I start? Do I even need one?” These are a few of the questions you may ask yourself when starting the process. Many times, not knowing the answers will stop the process right there. This checklist will help you through this process and know what to look for and ask.

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Andrew Luck Retired In The Prime Of His NFL Career. Here Is What You Can Learn From His Decision.

August 28, 2019

Andrew Luck shocked the sports world on Saturday night when he announced he was retiring from the NFL. The former #1 Draft Pick was in the middle of what many considered the prime of his career. He was widely regarded as one of the top quarterbacks in the league and the Colts were likely going to be a Super Bowl contender for the next few seasons. A player of his caliber retiring at the age of 29 is almost unheard of. The owner of the Indianapolis Colts speculated that Andrew was leaving potentially $500 million on the table by retiring now rather than playing out his career into his late 30s or early 40s like Peyton Manning, Drew Brees, and Tom Brady.  I thought it would be interesting to see what can you learn from Andrew Luck’s retirement and how you can apply it to your own situation. Whether you are a professional athlete, young professional, or pre-retiree – there is something for you in this post.

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A New Stock Market Index for Tennessee and Nashville

August 20, 2019

I recently wrote about stock market indexes, and began to think about how there are different indexes for countries and wondered if there were any city or state specific ones? As much as I researched, I could only find an ETF for Nashville which has recently been liquidated. Their plans were to launch city-specific ETF’s if the Nashville investment vehicle was successful.

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Ideal Clients

  • Business Owners
  • Entertainment Industry
  • Gen Y/Millennials
  • Young Professionals

Ways Advisor Charges

  • Monthly Fee
  • Hourly
  • Assets Under Management

Fee Model:

  • Monthly Fee: $250/mo
  • Hourly Fee: $150/hour
  • AUM: 0.75%

SEC Records

States Registered

  • Tennessee

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