Megan Lane
Lane Brothers Investment Counsel · Prescott, Arizona
Megan Lane is a fee-only financial advisor at Lane Brothers Investment Counsel in Prescott, Arizona. Megan focuses on estate & legacy planning and tax planning. Lane Brothers Investment Counsel reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | Lane Brothers Investment Counsel |
|---|---|
| Based in | Prescott, Arizona |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $240.1M across 979 accounts |
| SEC registration | Investment adviser representative in AZ, TX · CRD 7442462 |
| Exams passed | Series 65 (2022) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.lanebrothers.com |
| Profile |
How Megan's firm compares
- Lane Brothers Investment Counsel's average account is about $245,000, from its Form ADV (assets managed divided by 979 accounts).
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Questions about Megan
Is Megan Lane a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Megan holds no broker registration, and Lane Brothers Investment Counsel 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, Lane Brothers Investment Counsel, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Megan Lane based?
Megan Lane is based in Prescott, Arizona.
What does Megan specialize in?
Megan's specialties include estate & legacy planning and tax planning.
Is Megan Lane registered with the SEC?
Yes. Megan Lane is registered as an investment adviser representative in AZ and TX (CRD 7442462), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Lane Brothers Investment Counsel manage?
Lane Brothers Investment Counsel reports $240.1M across 979 accounts in assets under management.
How do I contact Megan Lane?
Through Megan's website, www.lanebrothers.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
- Lane Brothers Investment Counsel 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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