A complete list of active advisors currently associated with Meramec Financial Planners, LLC

Warmer can help you find a great advisor at Meramec Financial Planners, LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Meramec Financial Planners, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.