Meridian Passage fees and pricing
Financial planner in Phoenix, Arizona. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated May 13, 2026, Meridian Passage charges a flat or project fee of $2,500 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed May 13, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $2,500
“Meridian Passage assesses a one-time Financial Planning Fee of $2,500 upon creation of the Plan and the IPS.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Meridian Passage bills
Payment and refund terms, quoted from the fee section of the brochure.
- “In the event of termination, Portfolio Management Fees are prorated to cover only the period up to the agreement’s termination date.”
- “The one-time Financial Planning Fee is assessed upon delivery of the Plan and the IPS.”
- “The ongoing Portfolio Management Fee is calculated and charged quarterly in arrears (equating to one quarter of the annual fee percentage shown in the table above), based on the average balance of assets under management during the quarter.”
How Meridian Passage’s fees compare
- Its flat or project fee of $2,500 is below the Arizona median of $3,100. 31% of the 164 other Arizona planners that publish a flat or project fee charge less.
- 8 of the 30 other planners in Phoenix that publish a flat or project fee charge less.
About Meridian Passage
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2025.
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1% a year
- Employees
- 1
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $3,698,260
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 334704
- Phone
- (480) 560-4438
Other planners in Phoenix that publish fees
- Ability FirstPhoenix$12,000/yr
- Alpha FiduciaryPhoenix$350/hr
- Arcadia Wealth LLCPhoenix$350-$750/hr, $5,000-$25,000
- Arcwood Financial, LLCPhoenix$1,000
- B&e Financial ServicesPhoenix$500/hr, $2,000-$20,000/yr
- Bledsoe Asset Management, LLCPhoenix$250/hr
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.