Robert
Melino
The Wealth Consulting Group
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About this Advisor
Robert Melino is a certified financial planner based out of Palm Desert, California who has 5 years of industry experience. Melino is an employee of The Wealth Consulting Group. The advisor has gained experience at Bob Melino Income Tax Service, Clairol Inc, Rom Associates, National Planning Corporation, Lpl Financial LLC and Wcg Wealth Advisors, LLC. Melino maintains a Series 63 license, qualifying them as a securities broker, and can advise clients in California. The Wealth Consulting Group is a financial advisory firm that has its headquarters in Las Vegas, NV. The company has offices in 34 locations and a total of 131 advisors. It administers $3 billion in assets under management across its 11,436 accounts, making it one of the biggest firms in the United States by assets under management. The firm advises 28 charitable organizations. Of its 11,436 customer accounts, 35% are associated with high-net-worth investors who have more than $1 million in assets. The firm performs a set of services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees charged by financial advisors are based on the services provided. However, fee types charged by The Wealth Consulting Group can be comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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The Wealth Consulting Group Brokerage Details
$2,795,803,920
131
11,436
$244,474
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Robert Melino Work History
Robert has been registered as a financial advisor for 5 years.*
Wcg Wealth Advisors, LLC
Lpl Financial LLC
Rom Associates
Bob Melino Income Tax Service
Clairol Inc
National Planning Corporation
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Robert Melino to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at The Wealth Consulting Group
Las Vegas, NV
Albuquerque, NM
Las Vegas, NV
San Diego, CA
San Diego, CA
Las Vegas, NV
Carlsbad, CA
Las Vegas, NV
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
