# Rana Choubah

> Rana Choubah is a fee-only financial advisor at Meridian Financial Advisors, LLC in Holliston, Massachusetts, who holds the CFP, CRPC and CRPS credentials. Rana charges a percentage of assets, an ongoing planning fee and a one-time planning fee (one-time plans from $4,000 and 1% a year on the first tier of assets managed) and focuses on retirement planning, estate & legacy planning and tax planning.

Page: https://find.wellspent.co/advisors/rana-choubah/
Built from public directory listings; last checked October 28, 2026.

## Facts

- **Firm:** Meridian Financial Advisors, LLC
- **Based in:** Holliston, Massachusetts
- **Fee model:** Percentage of assets; Ongoing planning fee; One-time planning fee
- **Fees (firm's website):** one-time plans from $4,000; 1% a year on the first tier of assets managed; a $1,000,000 asset minimum
- **Works virtually:** Yes (firm's website)
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $308.6M across 676 accounts
- **Credentials:** CFP, CRPC, CRPS, MPAS
- **Specialties:** Retirement planning, Estate & legacy planning, Tax planning, Small business owners, Family wealth transfer, Equity compensation
- **Works with:** Retirees, Early-career professionals, Divorced individuals, Multi-generational families, Founders
- **CRD:** 5256950 (https://adviserinfo.sec.gov/individual/summary/5256950)
- **SEC registration:** Investment adviser representative in MA, TX
- **Exams passed:** Series 66 (2010)
- **Firm size:** 5 employees
- **Disclosures:** None reported
- **Website:** http://meridianfinancial.net

## Frequently asked questions

### Is Rana Choubah a fee-only financial advisor?

Yes. Rana Choubah is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Rana's firm.

### How does Rana Choubah charge for financial advice?

Rana Choubah charges a percentage of assets, an ongoing planning fee and a one-time planning fee.

### How much does Rana Choubah charge?

According to Meridian Financial Advisors, LLC's website, checked October 28, 2026: one-time plans from $4,000; 1% a year on the first tier of assets managed; a $1,000,000 asset minimum.

### Does Rana Choubah work with clients virtually?

Yes. Meridian Financial Advisors, LLC says on its website that it works with clients remotely.

### Where is Rana Choubah based?

Rana Choubah is based in Holliston, Massachusetts.

### What does Rana Choubah specialize in?

Rana Choubah's specialties include retirement planning, estate & legacy planning, tax planning, small business owners, family wealth transfer and equity compensation. Rana works with retirees, early-career professionals, divorced individuals, multi-generational families and founders.

### What credentials does Rana Choubah hold?

Rana Choubah holds the CFP, CRPC, CRPS and MPAS credentials.

### Is Rana Choubah registered with the SEC?

Yes. Rana Choubah is registered as an investment adviser representative in MA and TX (CRD 5256950), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Meridian Financial Advisors, LLC manage?

Meridian Financial Advisors, LLC reports $308.6M across 676 accounts in assets under management.

### How do I contact Rana Choubah?

Through Rana Choubah's website, meridianfinancial.net.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/5425): NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://www.meridianfinancial.net/): specialties, clients served, and fees, checked October 28, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.