Eric Meermann
Palisades Hudson Financial Group · Stamford, Connecticut
Eric Meermann is a fee-only financial advisor at Palisades Hudson Financial Group in Stamford, Connecticut, who holds the CFP credential. Eric focuses on estate & legacy planning. Palisades Hudson Financial Group reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- Ultra high net worth
Facts
| Firm | Palisades Hudson Financial Group |
|---|---|
| Based in | Stamford, Connecticut |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $1.84B across 171 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CT, TX · CRD 5312891 |
| Firm size | 14 employees |
| Disclosures | None reported |
| Website | www.palisadeshudson.com |
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Questions about Eric
Is Eric Meermann a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Eric holds no broker registration, and Palisades Hudson Financial Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Eric charge for financial advice?
Eric's firm, Palisades Hudson Financial Group, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Eric Meermann based?
Eric Meermann is based in Stamford, Connecticut.
What does Eric specialize in?
Eric's specialties include estate & legacy planning. Eric works with ultra high net worth.
What credentials does Eric Meermann hold?
Eric Meermann holds the CFP credential.
Is Eric Meermann registered with the SEC?
Yes. Eric Meermann is registered as an investment adviser representative in CT and TX (CRD 5312891), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Palisades Hudson Financial Group manage?
Palisades Hudson Financial Group reports $1.84B across 171 accounts in assets under management.
How do I contact Eric Meermann?
Through Eric's website, www.palisadeshudson.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
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
- Palisades Hudson Financial Group website : specialties, clients served, and fees, checked October 30, 2026
- 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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