Julie Bahr
Meramec Financial Planners · Clayton, Missouri
Julie Bahr is a fee-only financial advisor at Meramec Financial Planners in Clayton, Missouri, who holds the CFP credential. 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 |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MO, TX · CRD 3043047 |
| Exams passed | Series 63 (1999) · Series 65 (2002) |
| Firm size | 16 employees |
| Disclosures | None reported |
How Julie'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 Julie
Is Julie Bahr a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Julie 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 Julie charge for financial advice?
Julie's firm, Meramec Financial Planners, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Julie Bahr based?
Julie Bahr is based in Clayton, Missouri.
What credentials does Julie Bahr hold?
Julie Bahr holds the CFP credential.
Is Julie Bahr registered with the SEC?
Yes. Julie Bahr is registered as an investment adviser representative in MO and TX (CRD 3043047), 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 Julie Bahr?
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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