Megan Meade is a registered investment advisor at Pacific Financial Group, LLC, based in Bellevue, WA, with 29 years of industry experience. Megan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 17 clients with $4.7B in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
2 advisors
IM Fee
Planning only
Assets Under Management
$4.7B
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Location
777 108th Avenue Ne, Suite 2100, Bellevue, WA, 98004
Get directionsHistory
Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Pacific Financial Group, LLC
September 2022 - Present · 4 yrs 1 mo
The Pacific Financial Group, INC.
May 1997 - Present · 29 yrs 5 mos
Previous Registrations
Protools
October 2022 - April 2026 · 3 yrs 6 mos
State Registrations2 states
CAWA
Advisor
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.
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