Megan Abbott is a registered investment advisor at Trajectory Financial Planning, based in Aurora, CO, with 5 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.
Compensation
Firm Size
IM Fee
Fee Structure
Trajectory Financial Planning offers ongoing financial planning services for a recurring fixed fee, paid monthly or quarterly in arrears. Monthly fees range from $150 to $1,000, and quarterly fees range from $450 to $3,000. The fee depends on the client's specific needs, complexity, estimated time, research, and resources required.
Trajectory Financial Planning offers project-based financial planning services for a fixed fee between $500 and $10,000, or an hourly rate of $350. The fee depends on the client's specific needs, complexity, estimated time, research, and resources required. A portion of the fee (25%) is collected in advance, with the remainder due upon completion of the services.
Contact
Megan Abbott
Location
Aurora, CO
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 →Other Business Activities
Megan is the President of Trajectory Tax, LLC, providing tax preparation and planning services, dedicating about 10-20% of her time. She also works as a financial planner for Delegated Planning, LLC and as a paraplanner for DC Capital Management, spending minimal time and a few hours per week, respectively, on these roles.
Employment History
Current Registrations
Trajectory Financial Planning
Previous Registrations
Delegated Planning
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.