Advisor at TritonPoint Partners, LLC
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Firm
TritonPoint Partners, LLC
Location
San Diego, CA 92122
Credentials
CFP®, Series 66
Industry experience
7 years
Megan Hayden is a CFP® with seven years of industry experience, currently serving as a financial advisor at TritonPoint Partners, LLC. Her prior roles include positions at Goldman Sachs PFM and Morgan Stanley. She holds the Series 66 designation and is based in San Diego, CA. TritonPoint Partners, LLC is a small advisory team providing investment advisory services to individuals, trusts, retirement plans, and business entities. The firm employs a long-term asset allocation strategy incorporating public equities, fixed income, and private market alternatives, with portfolios managed through a combination of in-house and third-party resources.
Based on TritonPoint Partners, LLC
Based on TritonPoint Partners, LLC
Flat fees for financial planning and consulting range from $2,500 to $10,000; Retirement plan consulting flat fees range from $750 to $25,000.
Up to 1.50% annually for portfolio management services
Certain supervised persons offer insurance products under separate commission-based arrangements.
Up to $350 per hour for financial planning and consulting services.
Fee-only: Financial planning and consulting services charged hourly up to $350/hour or flat fees ranging from $2,500 to $10,000; Retirement plan consulting charged as flat fees ranging from $750 to $25,000 or up to 1.00% of plan assets.
8910 University Center Lane, Suite 11 113
San Diego, CA 92122
California
The Leaders Group Inc
2025 - Present (1 year)
TritonPoint Wealth, LLC
2023 - Present (3 years)
TritonPoint Partners, LLC
2023 - Present (3 years)
Goldman Sachs PFM
2021 - 2023 (2 years)
Morgan Stanley Private Bank, N.A.
2021 - 2021 (1 year)
Morgan Stanley
2018 - 2021 (3 years)
Century Bank
2018 - 2018 (1 year)
Concordia University
2017 - 2017 (1 year)
Century Bank
2017 - 2017 (1 year)
Associated Students of the University of New Mexico
2016 - 2017 (1 year)
Century Bank
2016 - 2016 (1 year)
The Rave Lab- Research Lab at UNM
2016 - 2017 (1 year)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Verified by Warmer
Series 7, Series 66
La Mesa, CA
OSAIC
Grant Knox has been a Financial Advisor since 1994 and holds the following registrations and licenses: General Securities, California Life and Health Insurance, and California Real Estate and Mortgage Lending. A Southern California native, Grant excels at strategies for financial health and wealth that are attainable and effective. He is passionate about helping others achieve financial success and exceed their goals. He is a certified Kingdom Advisor, able to offer counsel on the integration of a Biblical worldview into financial practices. He holds the Certified Plan Fiduciary Designation (CPFA), designating expertise in company retirement plans. He holds a Bachelors degree from Evangel University and a D.Min. from Summit Bible College. Grant lives in La Mesa with his wife, Nicole and their son Noah. He loves to travel, active in his church, is a voracious reader and an avid soccer fan, having played on and managed recreational soccer teams for over 30 years.
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