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On the recordRead 9 Oct 202616 facts
Meridian Planning
Plans and prices
Founding Member rate
$49a month
First 25 customers only · 18 of 25 spots remaining
Read 9 Oct 2026 · meridianplanning.app
Solo Advisor
$79a month
1 user · up to 75 clients · all modules
Read 9 Oct 2026 · meridianplanning.app
Small Practice
$149a month
Up to 5 users · 250 clients · all modules · priority support
Read 9 Oct 2026 · meridianplanning.app
Enterprise
$299a month
Unlimited users · unlimited clients · custom onboarding
Read 9 Oct 2026 · meridianplanning.app
On the record
- Advisory management
- The advisory module connects subscription tiers, meeting cadence, billing, and deliverables.meridianplanning.app · read 9 Oct 2026
- Cancellation
- The pricing section says customers can cancel anytime.meridianplanning.app · read 9 Oct 2026
- Company
- The site names Meridian Planning App LLC and says the product was built by Sharon Griffin and Brittany St Julian.meridianplanning.app · read 9 Oct 2026
- Designer experience
- The site says Sharon Griffin designed Meridian and has 45+ years in financial services and 12+ years in financial advisory.meridianplanning.app · read 9 Oct 2026
- Enterprise onboarding
- The Enterprise plan includes custom onboarding.meridianplanning.app · read 9 Oct 2026
- Financial planning
- The financial planning module includes goals, retirement projections, insurance gaps, and debt planning.meridianplanning.app · read 9 Oct 2026
- Founder experience
- The page says Meridian was designed by Sharon Griffin, described as having 45+ years in financial services and 12+ years in financial advisory.meridianplanning.app · read 4 Oct 2026
- Included modules
- The six named modules are Retirement, Business, Tax, Cash Value, Presenter, and Estate, and all six are included in every plan.meridianplanning.app · read 9 Oct 2026
- Intended users
- The product is built for financial advisors who also do tax.meridianplanning.app · read 4 Oct 2026
- Onboarding
- The Enterprise plan includes custom onboarding.meridianplanning.app · read 4 Oct 2026
- Product
- Meridian describes itself as a practice management platform for financial advisors who also do tax.meridianplanning.app · read 9 Oct 2026
- Retirement income
- The retirement income module includes Monte Carlo simulations, a Social Security optimizer, and bucket planning.meridianplanning.app · read 9 Oct 2026
- Small Practice support
- The Small Practice plan includes priority support.meridianplanning.app · read 9 Oct 2026
- Support
- The Small Practice plan includes priority support.meridianplanning.app · read 4 Oct 2026
- Tax workflow
- The tax module provides an 8-stage workflow pipeline for every return type.meridianplanning.app · read 9 Oct 2026
- Trial
- The site offers a free trial but does not state its duration on the page.meridianplanning.app · read 9 Oct 2026
