Meghan Lape is a CFP-designated registered investment advisor at First Affirmative Financial Network LLC, based in Colorado Sprins, CO, with 6 years of industry experience. Meghan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Cross-Border Planning, Divorce Planning, Estate Planning, Federal Employees, and 5 more. Their firm serves 2,316 clients with $960M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
First Affirmative charges a fee based on the value of your investments. The exact percentage depends on the custodian holding your assets (Apex, Goldman Sachs, Schwab, or Orion Portfolio Solutions). These fees cover investment management, and in some cases, custody and clearing costs. Your Network Advisor will also charge a separate fee for their services, which will be added to First Affirmative's fee. Minimum account sizes apply, but may be negotiable.
Contact
Meghan Lape
Location
Colorado Sprins, CO
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Meghan owns Mindful Tax and works as a tax preparer, which does not involve advisory services. This activity takes about a quarter of Meghan's time during trading hours.
Employment History
Current Registrations
First Affirmative Financial Network LLC
Previous Registrations
Conscious Impact Financial Planning
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
Additional Information
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