Meghan Coolbaugh
Oak Street Advisory Group, LLC · Nevada City, California
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.
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Specialties
Who they serve
- Retirees
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 | $84.8M across 213 accounts |
| Credentials | CFP · MA |
| SEC registration | Investment adviser representative in CA, TX · CRD 6355426 |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | oakstreetadvisory.com |
How Meghan's firm compares
- A one-time plan starts at $2,500, in line with the California median of $2,500 for fee-only firms that publish prices.
- Oak Street Advisory Group, LLC's average account is about $398,000, from its Form ADV (assets managed divided by 213 accounts).
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Questions about Meghan
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- Oak Street Advisory Group, LLC website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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