Megan Koopman
Megan Koopman is a CFP-designated registered investment advisor at Equitable Advisors, LLC, based in Phoenix, AZ, with 19 years of industry experience. Megan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Retirement Planning, and 1 more. Their firm serves 69,432 clients with $38B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Equitable Advisors offers investment management through LPL Financial programs and third-party asset managers (TAMPs). Fees vary depending on the program and assets invested.
For LPL programs like SAM, fees are based on a percentage of your portfolio. In some cases, you can choose whether to pay transaction charges directly or have the advisor pay them, which affects the overall advisory fee.
When using TAMPs, the fees are determined by the TAMP and a portion is paid to Equitable Advisors. The specific fees, minimums, and arrangements vary by TAMP, so it's important to review their brochures.
Equitable Advisors also offers ERISA fiduciary services to retirement plans, with fees determined by the specific services provided.
Location
Phoenix, AZ
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Regulatory History
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 →Other Business ActivitiesSells Insurance
Megan is involved in several outside business activities, including fixed insurance sales, serving as a successor trustee for immediate family, and acting as secretary for the Arizona Sailing Foundation. She also owns rental properties through 6628 RTR LLC and Money Split LLC, and uses MK Financial Solutions, LLC as a DBA for Equitable and outside fixed insurance business.
Employment History
Current Registrations
Equitable Advisors, LLCBroker
Equitable Advisors, LLC
Previous Registrations
Next Financial Group, INC.
Next Financial Group, INC.Broker
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
Aig Financial Advisors, INC.Broker
State Registrations10 states
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.