# Meghan Coolbaugh

> Meghan Coolbaugh is a fee-only financial advisor at Oak Street Advisory Group, LLC in Nevada City, California, who holds the CFP and MA credentials. Meghan charges a percentage of assets, a one-time planning fee and a flat fee or retainer (one-time plans from $2,500 and 1% a year on the first tier of assets managed) and focuses on retirement planning and family wealth transfer.

Page: https://find.wellspent.co/advisors/meghan-coolbaugh/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Oak Street Advisory Group, LLC
- **Based in:** Nevada City, California
- **Fee model:** Percentage of assets; One-time planning fee; Flat fee or retainer
- **Fees (firm's website):** one-time plans from $2,500; 1% a year on the first tier of assets managed
- **Assets under management (firm):** $84.8M across 213 accounts
- **Credentials:** CFP, MA
- **Specialties:** Retirement planning, Family wealth transfer
- **Works with:** Retirees
- **CRD:** 6355426 (https://adviserinfo.sec.gov/individual/summary/6355426)
- **SEC registration:** Investment adviser representative in CA, TX
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** http://oakstreetadvisory.com

## Frequently asked questions

### Is Meghan Coolbaugh a fee-only financial advisor?

Yes. Meghan Coolbaugh is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Meghan's firm.

### How does Meghan charge for financial advice?

Meghan charges a percentage of assets, a one-time planning fee and a flat fee or retainer.

### How much does Meghan charge?

According to Oak Street Advisory Group, LLC's website, checked October 28, 2026: one-time plans from $2,500; 1% a year on the first tier of assets managed.

### Where is Meghan Coolbaugh based?

Meghan Coolbaugh is based in Nevada City, California.

### What does Meghan specialize in?

Meghan's specialties include retirement planning and family wealth transfer. Meghan works with retirees.

### What credentials does Meghan Coolbaugh hold?

Meghan Coolbaugh holds the CFP and MA credentials.

### Is Meghan Coolbaugh registered with the SEC?

Yes. Meghan Coolbaugh is registered as an investment adviser representative in CA and TX (CRD 6355426), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Oak Street Advisory Group, LLC manage?

Oak Street Advisory Group, LLC reports $84.8M across 213 accounts in assets under management.

### How do I contact Meghan Coolbaugh?

Through Meghan's website, oakstreetadvisory.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/39228): NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://oakstreetadvisory.com/): specialties, clients served, and fees, checked October 28, 2026

---

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