Meridian Atlas Planning is a registered investment advisor founded in August 2025 and based in Florham Park, New Jersey. The firm is led by founder and Chief Compliance Officer Colin Slabach. Meridian Atlas Planning provides comprehensive wealth management services that combine ongoing investment portfolio management with personalized financial planning at no additional fee. The firm utilizes fundamental analysis, Modern Portfolio Theory, and a mix of passive and active investment strategies tailored to each client's goals, risk tolerance, and tax considerations. In addition to wealth management, Meridian Atlas Planning offers standalone ongoing financial planning and project-based financial planning covering areas such as retirement planning, tax planning strategies, cash flow and debt management, estate planning, college savings, and risk management. The firm operates as a fee-only advisor, meaning it is compensated exclusively through direct client fees and does not accept commissions or product sales charges.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 0.95% |
| $2.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.30% |
| $10M+ | 0.30% |
Fees are negotiable. For accounts over $10,000,000, the fee is fully negotiated. Household accounts may be aggregated.