Megan Rouse is a CFP-designated registered investment advisor at Megan Rouse Financial Planning, based in Dublin, CA, with 8 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 35 clients with $46M in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
- Project-based financial planning — ranges from $6,000 to $15,000 depending on the complexity and scope of the project, covering comprehensive or segmented financial planning areas
- Hourly consulting — $500 per hour for specific financial planning and advice
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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Exams
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