Meghan Tait is a CFP-designated registered investment advisor at Financial Coach, based in West Chester, PA, with 11 years of industry experience. Meghan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 2 more. Their firm serves 238 clients with $350M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
FC Advisory, through Financial Coach and New Wealth Project, offers ongoing financial planning and portfolio management for an annual fee based on the value of your investments.
For Financial Coach (retirement-focused):
- First $1 million — 1.25% per year
- Next $1 - $2 million — 1.00% per year
- Next $2 - $3 million — 0.75% per year
- Next $3 - $5 million — 0.50% per year
- Above $5 million — 0.10% per year
For New Wealth Project (young families):
- First $1 million — 0.75% per year
- Next $1 - $2 million — 0.60% per year
- Next $2 - $3 million — 0.45% per year
- Next $3 - $5 million — 0.30% per year
- Above $5 million — 0.10% per year
- Minimum Annual Advisory Fee — $2,500
Contact
Meghan Tait
Location
940 E. Boot Rd., Suite 101, West Chester, PA, 19380
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 Activities
Meghan works as a field hockey coach for Saints Simon & Jude Church since 2016. This activity requires minimal time.
Employment History
Current Registrations
Financial Coach
Previous Registrations
LPL Financial LLCBroker
State Registrations1 state
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