Megan Rouse
Megan Rouse Financial Planning · Dublin, California
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.
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Specialties
Facts
| Firm | Megan Rouse Financial Planning |
|---|---|
| Based in | Dublin, California |
| Fee model (firm's Form ADV) | Hourly |
| Accepting new clients | Yes |
| Assets under management | $46.4M across 26 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, TX · CRD 4250283 |
| Exams passed | Series 65 (2008) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.meganrousefinancialplanning.com |
| Profile |
How Megan's firm compares
- Megan Rouse Financial Planning's average account is about $1.8 million, from its Form ADV (assets managed divided by 26 accounts).
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Questions about Megan
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.
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
- Megan Rouse 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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