Meridian Planning
Meridian Planning: A paid planning and practice-management platform with a strong tax workflow focus. Ranked #18 of 31 in Financial Advisor Software by our editors (7.4/10); pricing: Paid; best for budget-conscious planning specialists.
At a glance
- Editor score7.4 / 10
- PricingPaid
- Best forBudget-conscious planning specialists
- Free planNo
- Paid from$79/mo
- Financial planningYes
- Facts checked20 Sep 2026
Where it wins
- Combines tax workflow, planning, billing, and deliverables tracking
- Includes Monte Carlo, Social Security, bucket, debt, and insurance-gap planning
- Starts at $79 per month with all modules for one advisor
Where it doesn't
- Solo Advisor is limited to 1 user and up to 75 clients
- Small Practice is capped at 5 users and 250 clients
- Enterprise costs $299 per month before custom onboarding
Our verdict on Meridian Planning
Meridian Planning is a paid practice-management and financial-planning platform for advisors who also handle tax work. Its feature set brings together an eight-stage tax workflow pipeline, advisory subscription tiers, meeting cadence management, billing, and deliverables tracking. Planning capabilities include financial goals, retirement projections, insurance-gap planning, debt planning, Monte Carlo simulations, Social Security optimization, and bucket planning. It is a natural fit for budget-conscious planning specialists who want tax and advisory workflows in one product.
Pricing is structured across three monthly plans. Solo Advisor costs $79 per month and includes all modules for 1 user and up to 75 clients. Small Practice costs $149 per month, supports up to 5 users and 250 clients, and adds priority support. Enterprise costs $299 per month with all modules, unlimited users, unlimited clients, and custom onboarding. There is no free plan. The plan structure makes the entry tier accessible for an individual advisor, while growing practices need to weigh the client and user limits against the higher-priced options.
The standout breadth is its combination of tax workflow and planning depth. Advisors can coordinate tax stages alongside goals, retirement, insurance, debt, Social Security, bucket planning, and scenario analysis, while also managing cadence, billing, and deliverables. That scope should appeal to practices seeking a focused operating system for planning-led advisory work. Meridian Planning is less suitable for buyers prioritizing broad platform coverage, integrations, client portals, or compliance workflows, or for teams that need capacity beyond the limits of the lower tiers.
Your product? Our editors can test Meridian Planning in depth and publish a review, labelled as paid · from $149/mo →
Meridian Planning pricing
All 3 Meridian Planning plans and prices →
Meridian Planning fact sheet
| Free plan | No |
|---|---|
| Paid from | $79/mo |
| Client portal | Not verified |
| Financial planning | Yes |
| Proposal generation | Not verified |
| Compliance workflows | Not verified |
| Document vault | Not verified |
| Billing and invoicing | Yes |
| Built for | Solo, Small business, Enterprise (editorial estimate) |
| Pricing | Paid (source) |
| Website | meridianplanning.app |
| Facts checked | 20 Sep 2026 |
Alternatives to Meridian Planning
- eMoney AdvisorA broad planning suite for practices that need client collaboration and connected workflows.9.4
- XplanA broad advice platform for practices needing planning, workflow, compliance and client engagement.9.3
- MoneyGuideA comprehensive planning suite for advisors managing goals, retirement, tax, and investment decisions.9.1
See all Meridian Planning alternatives →
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Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
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