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, SEC-registered registered investment adviser that began its SEC registration in 2025 and is owned by an individual. The firm serves both individual and family clients as well as institutional clients, offering financial planning, portfolio management for individuals and small businesses, and pension consulting services. Its fee model combines percentage-of-AUM fees with fixed-fee engagements. Meramec is not organized as a capital allocator and does not identify as an active ESG investor.
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
Laura Paulsell
Senior AdvisorCRD 4857051
Sarah Pinkley
Operations SpecialistCRD 4765832
Julie Bahr
Investment Advisor RepresentativeCRD 3043047
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 269Active vs passive
$224M in ETFs
89%
$198M
4%
$25.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES RUSSELL 1000 GROWTH ETF (IWF) | BlackRock | Passive | Large Growth | $20.3M | 173,170 | 9.05% |
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
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