Megan Rouse Financial Planning
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides fee-only financial planning to individuals, families, and small businesses, offering tailored comprehensive or segmented planning across areas such as retirement, tax, estate, insurance, cash flow, employee-benefit and investment planning. It does not take custody of client funds and offers advice and recommendations rather than serving as a discretionary asset manager.
Investment work centers on establishing a target strategic asset allocation informed by academic research, with an emphasis on low-cost mutual funds and ETFs, broad diversification, long-term buy-and-hold implementation, and periodic rebalancing. Recommendations are generally delivered on a non-discretionary basis: the firm presents implementation options (including suggested custodians or brokers) and the client retains decision-making and execution responsibility.
Distinctive features include the firm’s fee-only practice that does not use percentage-of-AUM fees and its predominantly non-discretionary advisory model, both of which are uncommon among independent solo advisers. The principal is a CFP® professional who also operates a separate licensed professional fiduciary (non-investment) practice and maintains a relatively small client roster, supporting a planning-focused engagement rather than discretionary portfolio management.
Client services
Expertise
Fee options
$500 per hour
Fee-only: Project fees typically range from $6,000 to $15,000; Hourly fees charged at $500 per hour
Main office
Dublin CA
Advisors at this office
1
Most active in
California · Texas
Also doing business as
Megan Champagne Rouse · Megan Rouse Financial Planning · Rouse, Megan Champagne
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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