Meramec Financial Planners, LLC
Clayton, MO·SEC-registered · CRD #335112
Meramec Financial Planners, LLC is an SEC-registered investment advisory firm in Clayton, MO managing $1.1B across 2.5k client accounts, with 7 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$1.1B
Client accounts
2.5k
Advisory staff
7
Fee model
Fee-based
How Meramec Financial Planners, LLC is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Meramec Financial Planners, LLC
How much does Meramec Financial Planners, LLC manage?
Per its most recent SEC Form ADV filing (02/18/2026), Meramec Financial Planners, LLC reports $1.1B in regulatory assets under management across roughly 2.5k client accounts.
How does Meramec Financial Planners, LLC charge?
Meramec Financial Planners, LLC is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Meramec Financial Planners, LLC a fiduciary?
Yes. Meramec Financial Planners, LLC is registered with the U.S. Securities and Exchange Commission (CRD #335112), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Meramec Financial Planners, LLC taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Meramec Financial Planners, LLC and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Clayton, MO
Profile compiled from Meramec Financial Planners, LLC's public SEC Form ADV filing (CRD #335112, filed 02/18/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Meramec Financial Planners, LLC. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Meramec Financial Planners, LLC? Claim this profile.