Megan Rouse Financial Planning
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$46,408,000
Total clients
35
77% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
35
Average account size
$1,325,943
About
The firm provides fee-only financial planning to individuals, families, and small businesses, offering tailored comprehensive or segmented planning across areas such as retirement, tax, estate, insurance, cash flow, employee-benefit and investment planning. It does not take custody of client funds and offers advice and recommendations rather than serving as a discretionary asset manager.
Investment work centers on establishing a target strategic asset allocation informed by academic research, with an emphasis on low-cost mutual funds and ETFs, broad diversification, long-term buy-and-hold implementation, and periodic rebalancing. Recommendations are generally delivered on a non-discretionary basis: the firm presents implementation options (including suggested custodians or brokers) and the client retains decision-making and execution responsibility.
Distinctive features include the firm’s fee-only practice that does not use percentage-of-AUM fees and its predominantly non-discretionary advisory model, both of which are uncommon among independent solo advisers. The principal is a CFP® professional who also operates a separate licensed professional fiduciary (non-investment) practice and maintains a relatively small client roster, supporting a planning-focused engagement rather than discretionary portfolio management.
Client services
Financial planning
Portfolio management
Expertise
General retirement planning
Social Security optimization
Tax strategies for small businesses
Equity Recipients (RS/RSU, SOP, ESPP)
Cash flow / budgeting
Fee options
$500 per hour
Fee-only: Project fees typically range from $6,000 to $15,000; Hourly fees charged at $500 per hour
Main office location
Megan Rouse Financial Planning
Dublin CA, United States
Number of offices
1
Most active in
Megan Rouse Financial Planning has reported serving >5 clients in these states in the last 12 months.
California · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
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.
Forms ADV
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")