Meghan Railey
Optas, LLC · Austin, Texas
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.
Request an introduction to Meghan →
Specialties
Facts
| Firm | Optas, LLC |
|---|---|
| Based in | Austin, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $881.9M across 685 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, TX · CRD 5570937 |
| Exams passed | Series 66 (2008) |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | optascapital.com |
How Meghan's firm compares
- Optas, LLC's average account is about $1.3 million, from its Form ADV (assets managed divided by 685 accounts).
Request an introduction to Meghan
Tell Meghan a little about what you're looking for. Meghan isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Meghan
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Austin
Other advisors in Texas who focus on tax planning
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- Optas, 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.
See something wrong? Request a correction. Read our methodology.