Megan Rouse is a CFP-designated registered investment advisor at Megan Rouse Financial Planning, based in Dublin, CA, with 7 years of industry experience. Megan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 27 clients with $36M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Megan Rouse Financial Planning does not manage client assets. She provides financial planning services and investment advice, but clients implement the recommendations themselves.
Location
Dublin, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Megan is a California Licensed Professional Fiduciary and operates Rouse Fiduciary Services as a sole proprietor. The business was formed in July 2022 and has one client, and is non-investment related.
Employment History
Current Registrations
Megan Rouse Financial Planning
State Registrations2 states
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