MEGAN ROUSE FINANCIAL PLANNING

MEGAN ROUSE FINANCIAL PLANNING is an SEC-registered investment adviser (CRD 148846). Regulatory assets under management: $46.4M.

Registration

• CRD: 148846
• Type: Registered investment adviser
• Phone: 925-785-7862
• Latest filing: 2026-03-18
• Regulatory AUM: $46.4M
• Non-discretionary AUM: $46.4M
• Clients: 1
• Accounts: 26

Business model

Compensation: Hourly.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 148846 on SEC IAPD (source of record)
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