Firm
Meramec Financial Planners
Clayton, Missouri
Fee-only
Meramec Financial Planners at a glance
- One of 136 fee-only firms based in Missouri in the Wellspent graph.
- 7 advisors are listed here; 3 of 7 hold the CFP.
- Its Form ADV reports 16 employees and 450 individual clients, 248 of them high net worth.
- Its average account is about $585,000 (assets it manages divided by its 1,926 accounts).
Fee-only advisors in Missouri · What fee-only advisors charge in Missouri
Facts
| Based in | Clayton, Missouri |
|---|---|
| Phone | (314) 579-3295 |
Meramec Financial Planners fees
Meramec Financial Planners doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Fixed fees |
|---|---|
| Assets managed | $1.1 billion |
| Individual clients | 202 |
| High-net-worth clients | 248 |
| Accounts managed | 1,926 |
| Employees | 16 |
| Planning clients | 251-500 |
| Registered with | The SEC (801-132213) |
| Financial planning | Offered |
| Form ADV filed | September 21, 2026 |
| SEC record | CRD 335112 |