Meridian Planning pricing
4 plans read from meridianplanning.app
Founding Member rate$49 a month First 25 customers only · 18 of 25 spots remaining Read 9 Oct 2026 · meridianplanning.app
Solo Advisor$79 a month 1 user · up to 75 clients · all modules Read 9 Oct 2026 · meridianplanning.app
Small Practice$149 a month Up to 5 users · 250 clients · all modules · priority support Read 9 Oct 2026 · meridianplanning.app
Enterprise$299 a month Unlimited users · unlimited clients · custom onboarding Read 9 Oct 2026 · meridianplanning.app
In short
- Meridian Planning lists no free plan.
- A free trial is offered.
- Paid plans published: 4, from $49 a month.
What the alternatives costAll alternatives →
| Tool | From | Free plan | Free trial |
|---|---|---|---|
| AdvisorEngine CRM | $5.75/mo | No | No |
| MoneyGuide | $10.42/mo | No | Yes |
| Conquest | — | Yes | Yes |
| Dynamic Planner | £0.67/mo | No | No |
| Redtail CRM | $3.25/mo | No | Yes |
| Wealthbox | $59/mo | No | Yes |
| Advisor360° CRM | — | No | No |
| eMoney Advisor | — | No | Yes |