Megan Collins is a CFP-designated registered investment advisor at Kintra Wealth, LLC, based in Marysville, OH, with 15 years of industry experience. Megan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 552 clients with $460M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.95% |
| $5M+ | 0.85% |
Fees are negotiable. Certain fee arrangements may include a bundled fee for financial planning and investment management services.
Fee Estimator
Location
127 W. 5th Street, Marysville, OH, 43040
Get directionsHistory
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Megan sells fixed insurance and is a co-owner of Yellow Finch Financial, LLC, an entity established to facilitate securities, advisory, and insurance business. She dedicates minimal time to each of these activities.
Employment History
Current Registrations
Kintra Wealth, LLC
Mccarthy & Cox Retirement & Estate Specialists LLC
Previous Registrations
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Nationwide Investment Advisors, LLC
Nationwide Investment Services CorporationBroker
State Registrations2 states
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.