Meramec Financial Planners, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$938,051,659
Clients
450
Advisors
7
of 16 employees
About
Meramec Financial Planners LLC provides discretionary and non‑discretionary asset management, ongoing financial planning and ERISA plan services to individuals (including high‑net‑worth clients), small businesses, trusts, pooled investment vehicles and charities. The brochure reports the firm manages roughly $1.13 billion across about 450 client accounts and uses a percentage‑of‑AUM fee model for most services.
The firm tailors portfolios to client goals, time horizons and risk tolerance, employing fundamental and technical analysis alongside modern portfolio theory to select mutual funds, ETFs and other securities; its disclosures note use of portfolio monitoring, rebalancing, tax‑loss harvesting and, where appropriate, more complex trading techniques. MFP also offers both 3(21) advisory support and 3(38) discretionary investment manager roles for retirement plans and conducts regular account reviews at least annually.
Notably, the brochure documents that the firm was formed in February 2025 while its staff have prior roles at other registered advisory firms, reflecting formal affiliations and personnel ties that are less common among comparable team firms. The firm operates from a single office with seven advisors and discloses specific custody practices (including standing letters of authorization, surprise audits where applicable) and an explicit ERISA fiduciary framework, which together distinguish its operational and plan‑service profile from many peers.
Client services
Expertise
Occupation focus
Fee options
$0 - $2,000,000: 1.00% $2,000,001 - $5,000,000: 0.75% $5,000,001 - $10,000,000: 0.50% $10,000,001 - $20,000,000: 0.40% $20,000,001 - $30,000,000: 0.35% $30,000,001 - $50,000,000: 0.30% $50,000,001 - $75,000,000: 0.25% Over $75,000,000+: Negotiable
Fee-only: Ongoing fixed fee for financial planning and consulting, never to exceed $200,000 annually, charged monthly or quarterly.
Main office
7911 Forsyth Blvd., Suite 200
Clayton MO 63105
Advisors at this office
7
Most active in
California · Florida · Illinois · Minnesota · Missouri · New Hampshire · North Carolina · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Amy B
Series 65
Clayton, MO
Meramec Financial Planners, LLC
Amy Baker is a financial advisor at Meramec Financial Planners, LLC in Clayton, MO, holding a Series 65 designation with three years of industry experience. Her prior work includes positions at Clayton Financial Group, LLC, NBT Bancorp, and RPS Benefits. Meramec Financial Planners LLC provides discretionary and non-discretionary asset management, ongoing financial planning, and ERISA plan services to individuals, small businesses, trusts, pooled investment vehicles, and charities. The firm manages approximately $1.13 billion across about 450 client accounts, tailoring portfolios using fundamental and technical analysis alongside modern portfolio theory.
Christopher M
Series 63, Series 65
Clayton, MO
Meramec Financial Planners, LLC
Christopher Michalak is a financial advisor at Meramec Financial Planners, LLC with 27 years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at Clayton Financial Group, LLC, Moneta Group Investment Advisors, LLC, and Edward Jones. Meramec Financial Planners provides discretionary and non-discretionary asset management, financial planning, and ERISA plan services to individuals, small businesses, trusts, pooled investment vehicles, and charities. The firm manages approximately $1.13 billion across about 450 client accounts and uses a combination of fundamental and technical analysis alongside modern portfolio theory to tailor portfolios to client goals and risk tolerance.
Laura P
CFP®
Clayton, MO
Meramec Financial Planners, LLC
Laura Paulsell is a CERTIFIED FINANCIAL PLANNER™ professional at Meramec Financial Planners, LLC with 10 years of industry experience. She previously worked for nine years at Clayton Financial Group, LLC before joining Meramec Financial Planners in 2025. Meramec Financial Planners LLC provides discretionary and non-discretionary asset management, ongoing financial planning, and ERISA plan services to individuals, small businesses, trusts, pooled investment vehicles, and charities. The firm manages approximately $1.13 billion across about 450 client accounts, tailoring portfolios to client goals and risk tolerance using fundamental and technical analysis alongside modern portfolio theory.
Julie B
CFP®, Series 63, Series 65
Clayton, MO
Meramec Financial Planners, LLC
Julie Bahr is a CFP® professional with 23 years of industry experience. She is currently with Meramec Financial Planners, LLC, where she joined in 2025 after ten years at Clayton Financial Group, LLC. Bahr holds Series 63 and Series 65 licenses. Meramec Financial Planners LLC serves individual clients, small businesses, trusts, estates, pooled investment vehicles, and charities, providing asset management, financial planning, and retirement-plan services. The firm offers both discretionary and non-discretionary management, utilizing fundamental and technical analysis along with modern portfolio theory, and operates with a multi-advisor team holding various industry credentials.
Kelly R
CFP®, Series 63
Clayton, MO
Meramec Financial Planners, LLC
Kelly Richert is a CFP® with six years of industry experience. She is currently with Meramec Financial Planners, LLC and has prior experience at Clayton Financial Group, LLC and Parkside Financial Bank & Trust. Meramec Financial Planners LLC offers discretionary and non-discretionary asset management, financial planning, and ERISA plan services to individuals, small businesses, trusts, pooled investment vehicles, and charities. The firm manages approximately $1.13 billion across about 450 accounts, utilizing a tailored approach that incorporates fundamental and technical analysis alongside modern portfolio theory.
Sarah P
Series 66
Clayton, MO
Meramec Financial Planners, LLC
Sarah Pinkley is a financial advisor at Meramec Financial Planners, LLC with 17 years of industry experience. She holds the Series 66 designation and has previously worked at Clayton Financial Group, LLC, Saxony Capital Management, LLC, and Saxony Securities, Inc. Meramec Financial Planners serves individual clients, small businesses, trusts, estates, pooled investment vehicles, and charities, offering asset management, financial planning, and retirement-plan services with both discretionary and non-discretionary management tailored to client goals and risk tolerances. The firm employs a multi-advisor team approach and provides fiduciary plan services alongside individualized wealth management.
Jennie H
Series 65
Clayton, MO
Meramec Financial Planners, LLC
Jennie Helm is a financial advisor at Meramec Financial Planners, LLC with two years of industry experience. She holds a Series 65 credential and previously worked at Clayton Financial Group, LLC and Moneta Group Investment Advisors. Meramec Financial Planners serves individual clients, small businesses, trusts, estates, pooled investment vehicles, and charities by providing asset management, comprehensive financial planning, and retirement-plan services. The firm offers both discretionary and non-discretionary management, tailoring strategies to client goals using fundamental and technical analysis alongside modern portfolio theory.
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