Megan Rouse Financial Planning fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 18, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$500/hr

“Hourly rates are $500 per hour.”

Flat or project fee

$6,000⁠-⁠$15,000

“Project fees typically range from $6,000 to $15,000 depending on the scope and complexity of the project.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Megan Rouse Financial Planning bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Project fees are billed and payable upon completion of the project with final written documents or session.”
• “Hourly charges are billed and payable upon written presentation of results.”
• “Fees may be negotiable on a case-by-case basis.”

How Megan Rouse Financial Planning’s fees compare

• Its hourly rate of $500 is above the California median of $300. 85% of the 932 other California planners that publish an hourly rate charge less.
• 3 of the 3 other planners in Dublin that publish an hourly rate charge less.
• Its flat or project fee of $6,000-$15,000 is above the California median of $5,000. 82% of the 796 other California planners that publish a flat or project fee charge less.
• 3 of the 3 other planners in Dublin that publish a flat or project fee charge less.
• It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

About Megan Rouse Financial Planning

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2009 (17 years).

Firm details from Form ADV

How the firm is paid

Hourly fees

Charges a % of assets

No

Clients

35

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$46,408,000

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

148846

Website

meganrousefinancialplanning.com (opens in new tab)

Phone

(925) 785-7862

Other planners in Dublin that publish fees

• Bayleaf Financial ServicesDublin$250/hr, $1,000⁠-⁠$10,000
• Fincop Financial PlanningDublin$100/hr, $2,000
• Lucerna Capital Management LLCDublin$300/hr, $3,000⁠-⁠$15,000
• 10/28 Wealth Management LLCOceanside$300/hr, $500⁠-⁠$10,000
• 360DividendsGranite Bay$300/hr, $2,500⁠-⁠$10,000
• 3D Holistic WealthIrvine$300/hr, $1,500⁠-⁠$10,000

Compare all 6 planners in Dublin