Meaghan Brugge
Headwaters Financial Planning · Granby, Colorado
Meaghan Brugge is a fee-only financial advisor at Headwaters Financial Planning in Granby, Colorado. Meaghan focuses on retirement planning. Headwaters Financial Planning reports charging a percentage of assets and hourly fees on its Form ADV.
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Specialties
Facts
| Firm | Headwaters Financial Planning |
|---|---|
| Based in | Granby, Colorado |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $900K across 8 accounts |
| SEC registration | Investment adviser representative in CO · CRD 7866074 |
| Exams passed | Series 65 (2024) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.headwatersfinancialadvisor.com |
| Profile |
How Meaghan's firm compares
- Headwaters Financial Planning's average account is about $113,000, from its Form ADV (assets managed divided by 8 accounts).
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Questions about Meaghan
Is Meaghan Brugge a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Meaghan holds no broker registration, and Headwaters Financial Planning reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Meaghan charge for financial advice?
Meaghan's firm, Headwaters Financial Planning, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Meaghan Brugge based?
Meaghan Brugge is based in Granby, Colorado.
What does Meaghan specialize in?
Meaghan's specialties include retirement planning.
Is Meaghan Brugge registered with the SEC?
Yes. Meaghan Brugge is registered as an investment adviser representative in CO (CRD 7866074), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Headwaters Financial Planning manage?
Headwaters Financial Planning reports $900K across 8 accounts in assets under management.
How do I contact Meaghan Brugge?
Through Meaghan's website, www.headwatersfinancialadvisor.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
- Headwaters Financial Planning 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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