Meramec Financial Planners, Llc
- Regulatory AUM
- $1.1B
- Discretionary
- $671M
- Clients
- 474
- Avg AUM / client
- $2.4M
- Accounts
- 1,926
- Employees
- 16
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Feb 18, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 202 | $109M | 9.66% |
| High net worth individuals | 248 | $829M | 73.6% |
| Pension and profit sharing plans | 24 | $189M | 16.8% |
| Charitable organizations | Fewer than 5 clients | $73.5K | 0.01% |
People (7)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Amy Borkowski Baker | Registered representative | Mar 2025 (1y) | ||
| Christopher Robert Michalak | Registered representative | Mar 2025 (1y) | ||
| Julie Elizabeth Bahr | Registered representative | CFP | Mar 2025 (1y) | |
| Kelly Ann Richert | Registered representative | CFP | Mar 2025 (1y) | |
| Laura Elizabeth Paulsell | Registered representative | CFP | Mar 2025 (1y) | |
| Sarah Jane Pinkley | Registered representative | Mar 2025 (1y) | ||
| Jennie Kloster Helm | Registered representative | Mar 2025 (1y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 02/18/2026 | 916 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
Custody
Reported custodians
- Charles Schwab & Co. $962M (85% of AUM) Feb 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Feb 18, 2026.
View current Form ADV (SEC/IAPD) ↗