Meridian Planning review
A paid planning and practice-management platform with a strong tax workflow focus.
Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
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.
Meridian Planning pros and cons
- 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
Meridian Planning fact sheet, pricing and score →
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