Meghan Coolbaugh
Meghan Coolbaugh is a CFP-designated registered investment advisor at Oak Street Advisory Group, LLC, based in Nevada City, CA, with 10 years of industry experience. Meghan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 85 clients with $85M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.80% |
| $5M+ | 0.50% |
Minimum quarterly fee of $1,000.
Fee Estimator
Contact
Meghan Coolbaugh
Location
Nevada City, CA
Get directionsHistory
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 →Employment History
Current Registrations
Oak Street Advisory Group, LLC
Previous Registrations
Duttenhofer Advisory Group
State Registrations2 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.
Exams
Additional Information
When I sit down with you, I bring a wide variety of work and life experiences to the table. A division one NCAA college athlete, I later played professional volleyball in both Europe and Asia. When I returned to my home state of California, I went back to school and earned a teaching credential and Master's Degree in Education. When I had an opportunity to work with David Duttenhofer at Duttenhofer Advisory Group, I never looked back. David became my mentor. I earned my CFP®, and then founded Oak Street Advisory Group, LLC. David soon transitioned his clients to Oak Street.