Megan Rouse Financial Planning provides tailored financial planning services to individuals, families, and small businesses. As an independent, fee-only firm, Megan Rouse is paid exclusively by her clients and does not receive commissions or third-party compensation. Services may include goal setting, cash management, education planning, retirement planning, tax planning, insurance planning, and estate planning.
Assets Under Management$36M
Clients27
Advisors1
Avg. per Client$1.3M
Avg. per Advisor$36M
Fee Structure
Megan Rouse Financial Planning does not manage client assets. She provides financial planning services and investment advice, but clients implement the recommendations themselves.
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