# Meghan Railey

> Meghan Railey is a fee-only financial advisor at Optas, LLC in Austin, Texas, who holds the CFP credential. Meghan focuses on tax planning and small business owners. Optas, LLC reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Optas, LLC
- **Based in:** Austin, Texas
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $881.9M across 685 accounts
- **Credentials:** CFP
- **Specialties:** Tax planning, Small business owners
- **CRD:** 5570937 (https://adviserinfo.sec.gov/individual/summary/5570937)
- **SEC registration:** Investment adviser representative in CA, TX
- **Exams passed:** Series 66 (2008)
- **Firm size:** 9 employees
- **Disclosures:** None reported
- **Website:** https://optascapital.com

## Frequently asked questions

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

Yes. Meghan Railey 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's firm, Optas, LLC, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Meghan Railey based?

Meghan Railey is based in Austin, Texas.

### What does Meghan specialize in?

Meghan's specialties include tax planning and small business owners.

### What credentials does Meghan Railey hold?

Meghan Railey holds the CFP credential.

### Is Meghan Railey registered with the SEC?

Yes. Meghan Railey is registered as an investment adviser representative in CA and TX (CRD 5570937), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Optas, LLC manage?

Optas, LLC reports $881.9M across 685 accounts in assets under management.

### How do I contact Meghan Railey?

Through Meghan's website, optascapital.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/48803): 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://www.optascapital.com/): specialties, clients served, and fees, checked October 28, 2026

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