Meagan Niese
Teamwork Financial Group · Austin, Texas
Meagan Niese is a fee-only financial advisor at Teamwork Financial Group in Austin, Texas, who holds the CFP credential. Meagan charges a percentage of assets (1.2% a year on the first tier of assets managed) and focuses on retirement planning, estate & legacy planning and tax planning.
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Specialties
Who they serve
- Retirees
- Pre-retirees
Facts
| Firm | Teamwork Financial Group |
|---|---|
| Based in | Austin, Texas |
| Fee model | Percentage of assets |
| Fees (firm's website) | 1.2% a year on the first tier of assets managed |
| Accepting new clients | Yes |
| Assets under management | $1.01B across 4,648 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TX · CRD 6815962 |
| Exams passed | Series 66 (2018) |
| Firm size | 26 employees |
| Disclosures | None reported |
| Website | www.teamworkfinancial.com |
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Questions about Meagan
Is Meagan Niese a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Meagan holds no broker registration, and Teamwork Financial Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Meagan charge for financial advice?
Meagan charges a percentage of assets.
How much does Meagan charge?
According to Teamwork Financial Group's website, checked October 30, 2026: 1.2% a year on the first tier of assets managed.
Where is Meagan Niese based?
Meagan Niese is based in Austin, Texas.
What does Meagan specialize in?
Meagan's specialties include retirement planning, estate & legacy planning and tax planning. Meagan works with retirees and pre-retirees.
What credentials does Meagan Niese hold?
Meagan Niese holds the CFP credential.
Is Meagan Niese registered with the SEC?
Yes. Meagan Niese is registered as an investment adviser representative in TX (CRD 6815962), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Teamwork Financial Group manage?
Teamwork Financial Group reports $1.01B across 4,648 accounts in assets under management.
How do I contact Meagan Niese?
Through Meagan's website, www.teamworkfinancial.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Teamwork Financial Group website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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