# Meridian Atlas Planning

> Meridian Atlas Planning is a state-registered investment advisory firm, registered since 2026, reporting under $25 million in regulatory assets under management in its Form ADV filing dated July 31, 2026.

- CRD: 338687
- Filed as: MERIDIAN ATLAS PLANNING
- Legal name: Meridian Atlas Planning, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in New Jersey
- Filing period: October 2026
- Form ADV filing dated: July 31, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/338687
- AdvisorCensus page: https://advisorcensus.com/firm/meridian-atlas-planning-338687

## Quick answers

**How is Meridian Atlas Planning compensated?**
On its Form ADV (Item 5.E, October 2026), Meridian Atlas Planning reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Is Meridian Atlas Planning registered with the SEC or a state?**
Meridian Atlas Planning is a state-registered investment advisory firm, registered since 2026. Status as filed: APPROVED. CRD 338687.

**How much does Meridian Atlas Planning manage?**
Meridian Atlas Planning reports $0 in regulatory assets under management in its Form ADV filing dated July 31, 2026.

**Does Meridian Atlas Planning report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/338687

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $0
- Discretionary: $0
- Non-discretionary: $0

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops

### Firm details
- Registered since: 2026 (0 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NJ
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Meridian Atlas Planning (CRD 338687): Form ADV filing data as of October 2026.