# Megan Rouse

> Megan Rouse is a fee-only financial advisor at Megan Rouse Financial Planning in Dublin, California, who holds the CFP credential. Megan focuses on small business owners. Megan Rouse Financial Planning reports charging hourly fees on its Form ADV.

Page: https://find.wellspent.co/advisors/megan-rouse/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Megan Rouse Financial Planning
- **Based in:** Dublin, California
- **Fee model (firm's Form ADV):** Hourly
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $46.4M across 26 accounts
- **Credentials:** CFP
- **Specialties:** Small business owners
- **CRD:** 4250283 (https://adviserinfo.sec.gov/individual/summary/4250283)
- **SEC registration:** Investment adviser representative in CA, TX
- **Exams passed:** Series 65 (2008)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** http://www.meganrousefinancialplanning.com

## Frequently asked questions

### Is Megan Rouse a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Megan holds no broker registration, and Megan Rouse Financial Planning 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, Megan Rouse Financial Planning, reports charging hourly fees on its SEC Form ADV.

### Where is Megan Rouse based?

Megan Rouse is based in Dublin, California.

### What does Megan specialize in?

Megan's specialties include small business owners.

### What credentials does Megan Rouse hold?

Megan Rouse holds the CFP credential.

### Is Megan Rouse registered with the SEC?

Yes. Megan Rouse is registered as an investment adviser representative in CA and TX (CRD 4250283), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Megan Rouse Financial Planning manage?

Megan Rouse Financial Planning reports $46.4M across 26 accounts in assets under management.

### How do I contact Megan Rouse?

Through Megan's website, www.meganrousefinancialplanning.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4250283): 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
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.meganrousefinancialplanning.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.