# MEGAN ROUSE FINANCIAL PLANNING

MEGAN ROUSE FINANCIAL PLANNING is a RIA based in Dublin.

## Overview

- **Organization type:** RIA
- **Headquarters:** Dublin
- **Founded:** 2009
- **Assets under management:** Undisclosed
- **Website:** https://meganrousefinancialplanning.com

## Regulatory record

- **CRD number:** 148846
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/148846

## About

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.

## Sectors

- Financial Services

## People

- Megan Rouse
- Megan Rouse — CERTIFIED FINANCIAL PLANNER™ professional

## 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).

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Last updated: 2026-08-11T15:07:26.757Z

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