Amy Baker
Meramec Financial Planners · Clayton, Missouri
Amy Baker is a fee-only financial advisor at Meramec Financial Planners in Clayton, Missouri. Meramec Financial Planners reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Meramec Financial Planners |
|---|---|
| Based in | Clayton, Missouri |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $1.13B across 1,926 accounts |
| SEC registration | Investment adviser representative in MO · CRD 7706549 |
| Exams passed | Series 65 (2022) |
| Firm size | 16 employees |
| Disclosures | None reported |
How Amy's firm compares
- Meramec Financial Planners's average account is about $585,000, from its Form ADV (assets managed divided by 1,926 accounts).
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Questions about Amy
Is Amy Baker a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Amy holds no broker registration, and Meramec Financial Planners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Amy charge for financial advice?
Amy's firm, Meramec Financial Planners, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Amy Baker based?
Amy Baker is based in Clayton, Missouri.
Is Amy Baker registered with the SEC?
Yes. Amy Baker is registered as an investment adviser representative in MO (CRD 7706549), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Meramec Financial Planners manage?
Meramec Financial Planners reports $1.13B across 1,926 accounts in assets under management.
How do I contact Amy Baker?
Contact details aren't on file yet. Search for Meramec Financial Planners.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Clayton
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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