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MEGAN ROUSE FINANCIAL PLANNING

ROUSE, MEGAN CHAMPAGNE

CRD 148846

Advisory firmSole prop

Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.

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United States

Registration

— (—)

Source

State registered

Total AUM

$46.4M

Discretionary AUM

$0

Team

1 total employees; 1 advisory reps; 35 broker-dealer reps

Clients

26-50

Fees

Hourly charges

Org form

Sole Proprietorship

Filing date

2026-03-18

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals8$170K
High net worth individuals27$46.2M

All web addresses on file

Official SEC filing: View on IAPD