CFP
CFP
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingSocially Responsible InvestingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
10 advisors
Number of Clients
2,316 clients
Average Client Portfolio
$413K average
Assets Under Management
$956.1M
Fee Structure
Minimum Investment:$25K
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Contact
Meghan Heather Lape
Location
Colorado Sprins, CO
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Regulatory History
Clean regulatory record
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.
Learn about disclosures →Other Business Activities
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
September 2024 - Present · 1 yr 5 mos
Previous Registrations
Conscious Impact Financial Planning
March 2020 - September 2024 · 4 yrs 6 mos
State Registrations1 state
CO
Advisor
Exams
No exam information available for this advisor.
Additional Information
Follow me on LinkedIn for financial insights!https://www.linkedin.com/in/meghanlape/
Contact
Meghan Heather Lape