Meridian Atlas Planning
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides fee‑only wealth management and financial planning services to individuals, high‑net‑worth individuals, charitable organizations, and businesses. Offerings include discretionary portfolio management, ongoing and project‑based financial planning, and coordination with third‑party professionals such as attorneys and tax advisors.
Investment guidance is grounded in asset allocation principles and a mix of passive and active strategies informed by fundamental analysis and Modern Portfolio Theory; the firm typically implements portfolios on a discretionary basis while allowing clients to impose reasonable written restrictions. It develops individualized investment policies and conducts periodic monitoring and annual account reviews, with custodial recommendations and implementation assistance as part of the service mix.
Notable differentiators include a formal program of educational seminars and speaking engagements delivered to organizations and the public (presented as general, non‑personalized education), which the brochure highlights as part of the firm’s services. The firm is newly formed and reported zero assets under management and no clients as of the filing date, and its principal concurrently serves as a university professor with a doctorate in personal financial planning and CFP® certification; the firm is structured with additional staff capacity rather than operating as a solo practitioner.
Client services
Expertise
Fee options
Project-Based Financial Planning fixed fees range from $4,000 to $25,000; Educational Seminars fees range from $100 to $10,000 per seminar
$0 - $2,000,000: 0.95% $2,000,001 - $5,000,000: 0.70% $5,000,001 - $10,000,000: 0.30% $10,000,000+: Negotiated
Project-Based Financial Planning hourly rate is $200 per hour
Ongoing Financial Planning monthly fixed fees range from $333.33 to $1,250
Fee-only: Ongoing Financial Planning: Initial fee up to $25,000 (may be waived or reduced), plus monthly fees ranging from $333.33 to $1,250; Project-Based Financial Planning: Fixed fees $4,000 to $25,000 or hourly rate $200/hr
Main office
Florham Park NJ
Advisors at this office
1
Most active in
New Jersey
Also doing business as
Meridian Atlas Planning · Meridian Atlas Planning, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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