Updated:Aug 11, 2026

MEGAN ROUSE FINANCIAL PLANNING

Megan Rouse Financial Planning is an independent, fee-only financial planning firm and registered investment adviser in the state of California.

MEGAN ROUSE FINANCIAL PLANNING

Megan Rouse Financial Planning is an independent, fee-only financial planning firm and registered investment adviser in the state of California. It provides fee-only financial planning services and ongoing advice for individuals, families and small businesses. The firm was founded by Megan Rouse, a CERTIFIED FINANCIAL PLANNER™ professional, in February 2009.

Website

meganrousefinancialplanning.com

General information

Firm type

RIA

Year founded

2009

Location

City

Dublin

Principals

Megan Rouse

CERTIFIED FINANCIAL PLANNER™ professional

Sector focus

Financial Services

Is Megan Rouse Financial Planning a fiduciary?

As a registered investment adviser (RIA), the firm is held to a fiduciary standard, meaning it is legally obligated to act in clients' best interests (per SEC regulations).

What services does Megan Rouse Financial Planning offer?

The firm offers financial planning services including retirement planning, investment management, tax strategy, estate planning coordination, and risk management. It operates on a fee-only basis (per the firm's public descriptions).

How does Megan Rouse Financial Planning structure its fees?

The firm uses a fee-only model, charging clients a percentage of assets under management or a flat planning fee. This structure avoids commissions from product sales (per industry standards for RIAs).

How does Megan Rouse Financial Planning differ from a larger wealth management firm?

The practice emphasizes personalized, one-on-one planning over institutional scale. As a boutique RIA, it delivers direct relationship-based advice without the layer of corporate oversight found at wirehouses (per the firm's positioning).

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