Megan Buchanan
Horizons Sustainable Financial Services · Milwaukie, Oregon
Megan Buchanan is a fee-only financial advisor at Horizons Sustainable Financial Services in Milwaukie, Oregon, who holds the CFP credential. Megan focuses on sustainable & impact investing. Horizons Sustainable Financial Services reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | Horizons Sustainable Financial Services |
|---|---|
| Based in | Milwaukie, Oregon |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $151.2M across 314 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in OR · CRD 7315217 |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | deepimpactinvesting.blubrry.net |
How Megan's firm compares
- Horizons Sustainable Financial Services's average account is about $481,000, from its Form ADV (assets managed divided by 314 accounts).
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Questions about Megan
Is Megan Buchanan a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Megan holds no broker registration, and Horizons Sustainable Financial Services reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Megan charge for financial advice?
Megan's firm, Horizons Sustainable Financial Services, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Megan Buchanan based?
Megan Buchanan is based in Milwaukie, Oregon.
What does Megan specialize in?
Megan's specialties include sustainable & impact investing.
What credentials does Megan Buchanan hold?
Megan Buchanan holds the CFP credential.
Is Megan Buchanan registered with the SEC?
Yes. Megan Buchanan is registered as an investment adviser representative in OR (CRD 7315217), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Horizons Sustainable Financial Services manage?
Horizons Sustainable Financial Services reports $151.2M across 314 accounts in assets under management.
How do I contact Megan Buchanan?
Through Megan's website, deepimpactinvesting.blubrry.net.
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
- Horizons Sustainable Financial Services 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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