Advisor at Oak Street Advisory Group, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Oak Street Advisory Group, LLC
Location
Nevada City, CA
Credentials
CFP®
Industry experience
10 years
Meghan Coolbaugh is a CFP® professional with 10 years of industry experience, currently serving at Oak Street Advisory Group, LLC since 2016. Prior to that, she worked at Duttenhofer Advisory Group and operated Forza Pilates for 14 years. Oak Street Advisory Group provides personalized financial planning, consulting, and portfolio management services to individual and high net worth clients. The firm integrates fundamental analysis with Modern Portfolio Theory, managing portfolios primarily through mutual funds and ETFs, and emphasizes portfolio construction and asset allocation as key drivers of long-term outcomes.
Based on Oak Street Advisory Group, LLC
Financial planning set fees range from $500 to $3,000 depending on complexity
$0 - $1,000,000: 1.00% $1,000,001 - $5,000,000: 0.80% $5,000,001+: 0.50%
$350 per hour for financial planning and consulting services
Minimum fee: Minimum quarterly fee of $1,000 Fee-only: Financial planning and consulting services fees range from $500 to $3,000, hourly rate of $350
Nevada City, CA
California · Texas
Oak Street Advisory Group, LLC
2016 - Present (10 years)
Duttenhofer Advisory Group
2015 - 2019 (4 years)
Forza Pilates
2006 - 2020 (14 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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Bank
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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.
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