Meramec Financial Planners, LLC
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
FINTRXOverview
Meramec Financial Planners, LLC is an independent registered investment adviser organized as an LLC. The firm positions itself as a multi-client adviser serving both individuals and families as well as institutional clients, and lists core services that include financial planning, portfolio management for individuals and small businesses, and pension consulting. Its fee model combines percentage-of-assets and fixed-fee arrangements. The firm is not highlighted as an active ESG investor and is not described as a capital allocator to third-party managers.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- 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
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 270Active vs passive
$229M in ETFs
87%
$198M
6%
$30.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES RUSSELL 1000 GROWTH ETF (IWF) | BlackRock | Passive | Large Growth | $20.3M | 173,170 | 8.85% |
Location
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
Similar firms
Asset Consulting Group, LLC
RIAClayton, MO
Correct Capital Wealth Management, LLC
RIAClayton, MO
Parkwoods Wealth Partners, LLC
RIAClayton, MO
Foundation Wealth Management, LLC
RIAClayton, MO
Agellus Capital, LLC
RIAClayton, MO
Vista Finance, LLC
RIAClayton, MO