MERAMEC FINANCIAL PLANNERS, LLC

RIASEC RegisteredEst. 2025
Total AUM
$1.1B
Discretionary
$671M
60% of AUM
Avg account
$585K
Accounts
1,926
Employees
16
Advisory reps
7

Firm details

Headquarters
CLAYTON, Missouri
CRD number
335112
Registered since
March 20, 2025
Website
www.mfp-stl.com
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • HNWI73.58%
  • Pension & Profit Sharing Plans16.75%
  • Individuals9.66%
  • Charitable Organizations0.01%
Services
Financial PlanningPortfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

Meramec Financial Planners, LLC is an independent, owner-operated registered investment adviser that provides financial planning and discretionary and non-discretionary portfolio management for individuals, families and small businesses. The firm also lists pension consulting among its advisory services. Its fee arrangements combine percentage-of-AUM billing with fixed fees. Meramec is not positioned as an ESG-focused allocator, and it operates as a single-owner RIA that registered with the SEC in 2025.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 68%, Exchange Traded Equities 14%, Cash & Cash Equivalents 12%, US Government Bonds 3%, State & Local Bonds 2%, Investment Grade Corp Bonds 1%68%
  • Public Funds/Mutual Funds68%
  • Exchange Traded Equities14%
  • Cash & Cash Equivalents12%
  • US Government Bonds3%
  • State & Local Bonds2%

Contacts

3 of 7

  • Amy Baker

    Investment Advisor RepresentativeCRD 7706549

  • JULIE BAHR

    Investment Advisor RepresentativeCRD 3043047

  • SARAH PINKLEY

    Operations SpecialistCRD 4765832

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 191

Active vs passive

$217M in ETFs

Passive

86%

$187M

Active

7%

$30.1M

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES RUSSELL 1000 GROWTH ETF (IWF)BlackRockPassiveLarge Growth$18.2M38,3228.39%
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Location

Primary office

CLAYTON, MO

SAINT LOUIS

Location

CLAYTON, MO

Headquartered in CLAYTON, MO, anchoring the St. Louis-St. Charles-Farmington, MO-IL metro in the Midwest.

Metro area
St. Louis-St. Charles-Farmington, MO-IL
Region
Midwest
County
SAINT LOUIS
Address
7911 Forsyth Blvd
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth