Meghan Daters
Sand Hill Global Advisors · San Francisco, California
Meghan Daters is a fee-only financial advisor at Sand Hill Global Advisors in San Francisco, California. Meghan focuses on equity compensation, founders (pre-exit) and family wealth transfer. Sand Hill Global Advisors reports charging a percentage of assets and hourly fees on its Form ADV.
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Specialties
Who they serve
- Founders
- Executives
- Multi-generational families
Facts
| Firm | Sand Hill Global Advisors |
|---|---|
| Based in | San Francisco, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $4.39B across 2,153 accounts |
| SEC registration | Investment adviser representative in CA · CRD 5425444 |
| Exams passed | Series 63 (2008) · Series 65 (2022) |
| Firm size | 33 employees |
| Disclosures | None reported |
| Website | www.sandhillglobaladvisors.com |
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Questions about Meghan
Is Meghan Daters a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Meghan holds no broker registration, and Sand Hill Global Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Meghan charge for financial advice?
Meghan's firm, Sand Hill Global Advisors, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Meghan Daters based?
Meghan Daters is based in San Francisco, California.
What does Meghan specialize in?
Meghan's specialties include equity compensation, founders (pre-exit), family wealth transfer and divorce financial planning. Meghan works with founders, executives and multi-generational families.
Is Meghan Daters registered with the SEC?
Yes. Meghan Daters is registered as an investment adviser representative in CA (CRD 5425444), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Sand Hill Global Advisors manage?
Sand Hill Global Advisors reports $4.39B across 2,153 accounts in assets under management.
How do I contact Meghan Daters?
Through Meghan's website, www.sandhillglobaladvisors.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
- Sand Hill Global Advisors 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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