Capital WealthCare Advisors, L.C.
Investment Manager and Financial Advisor
Fee Only Financial Planner Located in Wichita, KS and Serving Clients in the Midwest
Kedre D Mellor is a Wichita, KS fee-only investment manager and financial planner. Capital WealthCare Advisors, L.C. provides comprehensive and objective financial planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Kedre D Mellor is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Kedre D Mellor, CPA/PFS received a Bachelor's Degree in Business Administration in 1981, Magna Cum Laude, with an emphasis in Accounting from Wichita State University in Wichita, Kansas. Mrs. Mellor provided personal financial planning services, portfolio management and investment advice as the founding shareholder of Kedre D. Mellor, CPA, PA, incorporated January 1, 1990. In January, 1992, she passed the NASD Series 63 examination.
Mrs. Mellor's credentials include Certified Public Accountant (CPA) with a permit to practice in the State of Kansas and Personal Financial Specialist (PFS) accredited by the American Institute of CPAs (1993). She has been a member of the National Association of Personal Financial Advisors (NAPFA) since 1999.
Kedre D Mellor is a principal of Capital WealthCare Advisors, L.C.
Kedre Mellor is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning
Capital WealthCare Advisors, L.C. was founded in 2006 by Kedre D. Mellor, CPA/PFS and Thomas A. Simon, CPA/PFS. Mr. Simon retired in 2014. We serve clients in Wichita, Kansas and the midwest. As a Registered Investment Advisor, we provide fee-only investment management to individuals, families, professionals, small business owners, qualified retirement plans, not-for-profits -- anyone with a desire to pursue long-term financial objectives.
Managing wealth isn't simply about acquiring assets. It's about you. That's why our services focus on you: Discovering and achieving what matters to you; providing distinct solutions to address the financial complexities in your life, and keeping those solutions relevant for you over time. Building an ongoing relationship with you is integral to all that we do:
- Discovery -- Before any planning takes place, we discover what's important to you.
- Planning -- Before any commitment is made, we present a detailed, written plan.
- Commitment -- Before we become your trusted advisor, we mutually commit to your plan for success.
- Regular Progress -- Through targeted strategy, we seek to enhance your wealth and your life.
Investing time to build our relationship with you is time well spent.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- Tax Planning
- Spend-Down Strategy and Planning
- Business Owners and Executives
- Retirees and Near Retirees
- Sudden Money Situations
- Growing Families
- Novice Investors
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
Kedre Mellor is a NAPFA-Registered Financial Advisor
The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Kedre Mellor is a Certified Public Accountant (Learn More)
A Certified Public Accountant (CPA) is a designation given by the American Institute of Certified Public Accountants to those who pass an exam and meet work experience requirements.
Kedre Mellor is a Personal Financial Specialist (PFS)
The Personal Financial Specialist (PFS) credential is granted solely to CPAs with considerable personal financial planning education and experience. All areas of personal financial planning—including estate, retirement, investments and insurance—have tax implications, and the PFS professional has the experience, ethics, and expertise to get the job done right.
Capital WealthCare Advisors, L.C. has access to Dimensional Funds
The Dimensional approach focuses on academic research that isolates the factors that tend to outperform the broad market over long time periods and the risk characteristics that can be eliminated from a portfolio. While indexes are simply measures of an asset class, DFA funds aim to efficiently capture the excess returns of an asset class without taking uncompensated risk—and at a low cost.
Contact Kedre Mellor
8441 E. 32nd Street N.
Suite 220 - By Appointment Only
Wichita, KS 67226