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Meridian Planning pricing

#18 of 31 in Financial Advisor Software

Meridian Planning costs from $79/mo on its cheapest paid plan; 3 plans in all, as listed on meridianplanning.app — prices checked 20 Sep 2026.

7.4/10Editor score
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Meridian Planning7.4 Visit site

Meridian Planning pricing at a glance

Plans Paid No free plan — trial or paid only. Prices checked 20 Sep 2026.
See plans on meridianplanning.app

Meridian Planning plans & pricing

PlanPriceKey limits
Solo Advisor$79/mo Cancel anytime
  • 1 user
  • 75 clients
Small Practice$149/mo Cancel anytime
  • 5 users
  • 250 clients
Enterprise$299/mo Cancel anytime
  • Unlimited users
  • Unlimited clients

Prices as published by the vendor on meridianplanning.app, checked 20 Sep 2026; taxes and regional pricing may differ. We do not change a plan's price or its limits — this table is what the vendor's own pricing page said on that date.

What the price includes

  • Built for
    Solo, Small business, Enterprise
  • Free plan
    No
  • Paid from
    $79/mo
  • Financial planning
    Yes

Our full Meridian Planning verdict, fact sheet and score →

Prices checked by iTechGuides Editors · Editorial team · Updated Oct 2026

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