MEGAN ROUSE FINANCIAL PLANNING

Overview

Megan Rouse Financial Planning is a single-owner, independent RIA run by Megan Rouse that focuses on financial planning and portfolio management for individuals and small businesses. The firm operates as a sole proprietorship and charges clients on an hourly basis rather than collecting assets-based or retainer fees. Advising is delivered primarily on a non‑discretionary basis, meaning Megan Rouse typically provides recommendations and planning guidance while clients retain trading authority. The firm relies heavily on pooled public funds as the core investment vehicle, using mutual funds and similar public funds for most client allocations. It does not market itself as an ESG investor and is not structured as a multi-state adviser or a pension consultant. While Megan Rouse Financial Planning does not identify as a capital allocator, the practice incorporates alternative exposure—specifically real estate and commodities—through third‑party vehicles alongside mutual funds.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices