Updated:
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.
Overview
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.
General information
Firm type
RIA
Year founded
2009
Location
City
Dublin
Principals
Megan Rouse
Megan Rouse
CERTIFIED FINANCIAL PLANNER™ professional
Sector focus
Frequently asked questions
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).
Profile maintained by Altss. Updated: . To correct this record or make a privacy request, send the page URL and your evidence to privacy@altss.com; corrections are free.
Research MEGAN ROUSE FINANCIAL PLANNING in Altss
Explore available research and relationship coverage for this adviser in Altss.