Megan Rouse Financial Planning is an independent, fee-only financial planning firm based in Dublin, California, owned and operated solely by Certified Financial Planner professional Megan Rouse. The firm provides comprehensive and segmented financial planning services tailored to individuals, families, and small businesses, covering areas such as goal setting, cash management, education planning, retirement planning, Social Security planning, tax strategies, employee benefits, insurance, investment planning, and estate planning. The firm does not manage client assets directly, take custody of funds, accept discretionary trading authority, or participate in wrap fee programs. Instead, Megan Rouse Financial Planning operates on a project or hourly fee basis, providing objective advice with no commissions or third-party compensation.
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