No. 23 of 31 ·Financial Advisor Software

Meridian Planning

Name: Meridian Planning
Price: 49 USD

No platforms listed · paid plans from $49/mo

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Freedom report

One barScore 4.9

Free tierNo free tier on record
Open codeNo open-source code on record
Runs widely0 of 6 device platforms
DocumentedPlans, terms and facts published

Meridian Planning is ranked #23 of 31 in financial advisor software on Freedom251. There is no free plan. A free trial is offered. Paid plans start at $49/mo.

Meridian Planning plans and pricing

All plans

Founding Member rate $49/mo $49/mo First 25 customers only · 18 of 25 spots remaining meridianplanning.app · 4 Oct 2026

Solo Advisor $79/mo $79/mo 1 user · up to 75 clients · all modules meridianplanning.app · 4 Oct 2026

Small Practice $149/mo $149/mo Up to 5 users · 250 clients · all modules · priority support meridianplanning.app · 4 Oct 2026

Enterprise $299/mo $299/mo Unlimited users · unlimited clients · custom onboarding meridianplanning.app · 4 Oct 2026

Compared on financial advisor software

Free plan: No
Financial planning: Yes
Billing and invoicing: Yes

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The record

Product: Meridian describes itself as a practice management platform for financial advisors who also do tax.
Tax workflow: The tax module has an 8-stage workflow pipeline for every return type.
Advisory management: The advisory module connects subscription tiers, meeting cadence, billing, and deliverables.
Retirement income: The retirement income module includes Monte Carlo simulations, a Social Security optimizer, and bucket planning.
Included modules: The page names six modules—Retirement, Business, Tax, Cash Value, Presenter, and Estate—and says all six are included in every plan.
Intended users: The product is built for financial advisors who also do tax.
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.
Cancellation: The pricing section says customers can cancel anytime.
Support: The Small Practice plan includes priority support.
Onboarding: The Enterprise plan includes custom onboarding.
Company: The page identifies the company as Meridian Planning App LLC and says it was built by Sharon Griffin and Brittany St Julian.
Price from: $49/mo

Where it ranks on Freedom251

Best Financial Advisor Software in 2026#23 of 31

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Sources

meridianplanning.app· checked 4 Oct 2026