Rana Choubah
Meridian Financial Advisors, LLC · Holliston, Massachusetts
Rana Choubah is a fee-only financial advisor at Meridian Financial Advisors, LLC in Holliston, Massachusetts, who holds the CFP, CRPC and CRPS credentials.
- $4,000
- One-time plan, from
- $309M
- Firm assets managed
- $457,000
- Firm's average account
- 2010
- First securities exam
What Rana focuses on
Who Rana works with
- Retirees
- Early-career professionals
- Divorced individuals
- Multi-generational families
- Founders
How does Rana's firm compare?
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A one-time plan starts at $4,000, above the Massachusetts median of $3,000 for fee-only firms that publish prices.
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Meridian Financial Advisors, LLC's average account is about $457,000, from its Form ADV (assets managed divided by 676 accounts).
Questions about Rana
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
The full record
| 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 |
| Accepting new clients | Yes |
| Assets under management | $308.6M across 676 accounts |
| Credentials | CFP · CRPC · CRPS · MPAS |
| SEC registration | Investment adviser representative in MA, TX · CRD 5256950 |
| Exams passed | Series 66 (2010) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | meridianfinancial.net |
| Profile |
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Other fee-only advisors in Massachusetts
Other advisors in Massachusetts who focus on retirement planning
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- Meridian Financial Advisors, LLC website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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