A complete list of active advisors currently associated with Megan Rouse Financial Planning

Warmer can help you find a great advisor at Megan Rouse Financial Planning or one who fits your needs even better.

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.

To learn more about the advisors currently working at Megan Rouse Financial Planning, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Megan Rouse	Dublin, CA	8

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