Melia Advisory Group

What Melia Advisory Group does

Melia Advisory Group (operating as Melia Group) is an independent, Tulsa, Oklahoma-based registered investment adviser that provides retirement income planning and wealth management services to individuals and families who are nearing or already in retirement. The firm invests client portfolios using a conservative, income-oriented methodology — currently allocated 70% to fixed income, 15% to BDCs, 5% to REITs, and 10% to a covered call strategy (including a small Bitcoin-linked sleeve) — explicitly de-emphasizing capital appreciation in favor of capital preservation and income generation. Client accounts are custodied and executed through Charles Schwab.

The firm's core service suite comprises five integrated advisory offerings: Income-Focused Financial Planning, Estate Planning, IRA Management, Social Security Analysis, and Medicare Planning. These are delivered through a fee-based AUM model (1% of assets as of October 2025, raised from 0.95%) with a stated minimum portfolio of $250,000 for new clients, and no commissions on product recommendations. The firm is led by President Greg Melia (18 years of income investing experience), supported by a 16-person team, and serves clients primarily in the Tulsa metropolitan area (Bixby, Broken Arrow, Jenks, Owasso, Sand Springs, and Tulsa).

Go-to-market is anchored on education-led community engagement: a weekly Retirement Income Radio Program on KRMG and KAKC (with SoundCloud archives), ten volumes of the MAG Corner newsletter, a redesigned website (launched November 2025), and a base of 118 documented client reviews with multi-year tenure. The firm is currently expanding capacity via a new 6,000 sq ft purpose-built office in Broken Arrow, OK, with construction underway and forthcoming client workshop space. No technology platform, API, app, or AI capabilities are disclosed; the firm's value proposition rests on fiduciary advice, conservative portfolio construction, and long-duration client relationships.

Name

Melia Advisory Group

Legal name

Melia Group

Website

https://meliagroup.com

Company type

Private

Operating status

Operating

Headcount range

1–10 employees

Short description

Melia Advisory Group is a Tulsa, Oklahoma-based independent registered investment adviser that provides fee-based retirement income planning and wealth management to individuals and families nearing or in retirement with at least $250,000 in investable assets.

Ownership category

akta.pro rank

Product category

Retirement Wealth Management

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Retirement & Distribution Planning RIAs (401(k)/IRA/Pension Rollovers) (FSAAACAE)

akta.pro secondary industries

Financial Planning–Led RIAs (FSAAACAB), Registered Investment Advisor (RIA) Wealth Management (FSAEABAA)

Keywords

• Retirement income planning
• Wealth management services
• Capital preservation strategies
• Social Security analysis
• Medicare planning advisory

Headquarters

HQ city

Tulsa

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Infrastructure, Technology or R&D, Others

Revenue model

1. Asset Under Management (AUM) Fees: Fee-based advisory model where fees are determined by assets managed on behalf of clients. As of October, the firm raised management fee rate from 0.95% to 1%. No commissions or hidden costs influencing recommendations.
2. Transaction-Based Fees: Charles Schwab implements fees on certain trades made by the firm, estimated at approximately $100 per account per year. This applies to trades using Schwab's trading desk rather than digital trades.

Pricing tiers

Go-to-market motion2 records

Distribution channels1 record

Marketing channels5 records

Core offering

Melia Advisory Group is an independent, fee-based Registered Investment Adviser that sells personalized retirement-focused financial advisory services to individuals and families nearing or in retirement. Its core offering is income-focused financial planning built around interest- and dividend-generating strategies and conservative portfolio construction designed to preserve capital and manage market volatility. The advisory suite is bundled with estate planning, IRA management, Social Security analysis, and Medicare planning, and is delivered under a fiduciary obligation through Melia Wealth, LLC.

Product overview

Melia Advisory Group is a registered investment adviser offering a suite of retirement-focused financial advisory services centered on income planning and capital preservation. The core offering consists of five integrated advisory services: Income-Focused Financial Planning, Estate Planning, IRA Management, Social Security Analysis, and Medicare Planning. These services are complemented by educational content through the Retirement Income Radio Program (a weekly radio show on KRMG/KAKC with SoundCloud archives) and MAG Corner (a periodic newsletter publication). The firm operates a fee-based advisory model with a stated minimum portfolio of $250,000 and emphasizes conservative, income-oriented strategies for individuals and families nearing or in retirement. Investment advisory services are offered through Melia Wealth, LLC, a registered investment advisor.

Differentiator

Problem solved

Functional benefit

Products and services

• Income-Focused Financial Planning Retirement-focused financial planning service that emphasizes interest- and dividend-generating strategies to support income needs with less emphasis on capital appreciation, designed to manage market volatility and build retirement strategies tailored to client goals. Intended for individuals and families nearing or in retirement.
• Estate Planning Wealth preservation and transfer service that ensures client assets are properly protected, preserved, and aligned with their broader retirement income strategy.
• IRA Management IRA advisory service covering contribution rules, withdrawal strategies, and tax-efficient management of individual retirement accounts for clients in or nearing retirement.
• Social Security Analysis Analysis service that evaluates a client's earnings history, retirement timeline, and income needs to determine the optimal Social Security filing time and maximize lifetime benefits.
• Medicare Planning Medicare advisement service that guides clients through Medicare options, compares plan costs and coverage details, and helps select coverage that fits healthcare needs and aligns with the broader retirement strategy.

Quantifiable outcome

• Conservative portfolio allocation with 70% fixed income, providing capital preservation and income stability
• +2 more outcomes

Named customers4 records

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature1 record

Scale indicators3 records

Recent moves6 records

Expansion highlights4 records

Broad incumbents

• Focus Financial Partners: Leading RIA partnership platform supporting hundreds of fiduciary advisors; a potential acquirer/partner for Melia and an indicator of how the firm could scale via roll-up.
• Carson Group: RIA platform serving retirement-focused advisors with technology, marketing, and back-office support; a relevant peer-and-ecosystem player in the retirement-income niche.
• Commonwealth Financial Network: Independent broker-dealer and RIA support firm serving retirement-focused advisors; relevant ecosystem peer for fee-based boutique firms.
• Cetera Advisor Networks: Independent advisor support platform serving RIAs with retirement and wealth planning offerings; competes for similar client demographics via affiliated advisors.
• Edelman Financial Engines: Large national RIA with strong retirement-income planning and workplace-plan roots; directly relevant as a scaled fiduciary competitor in retirement planning.
• Fisher Investments: Large RIA with high brand awareness in retirement portfolio management; serves a comparable high-net-worth retiree demographic with a growth-tilted approach.
• Creative Planning: Large national RIA offering comprehensive retirement income and wealth planning. Operates at much greater scale but competes for the same retirement-income client with similar fiduciary positioning.

Direct peers

• Sound Income Strategies: David Scranton's income-investing firm and the mentor organization to Melia's Greg Melia. Operates a near-identical thesis (interest/dividend income, capital preservation, retirement-focused) with national digital reach — the most directly comparable peer.
• Halbert Hargrove: Long-tenured, fee-only RIA focused on retirement income and wealth preservation for individuals; comparable boutique scale, fiduciary model, and target client profile.
• Buckingham Strategic Wealth: RIA specializing in evidence-based retirement and income planning, similar fee-based fiduciary model. Comparable target market (pre-retirees and retirees) and planning-led approach.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

• Facebookfacebook.com/884817998246088
• LinkedInlinkedin.com/company/melia-advisory-group

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Melia Advisory Group