MERAMEC FINANCIAL PLANNERS, LLC

CRD 335112File 801-132213

APPROVED

Retail clients

Custody

Filing as of Feb 18, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$1.13B

Above cohort median (national)

Discretionary AUM

$671.2M

Non-discretionary $455.7M

Clients

474

1,926 accounts

Employees

Above cohort median in MO

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: CHRO
Registration date: Mar 20, 2025
Principal office: 7911 FORSYTH BLVD., SUITE 200, CLAYTON, MO, 63105
Phone: 314-579-3295
Website: Not reported

Assets & accounts

ADV Item 5F

Total regulatory AUM: $1.13B
Discretionary AUM: $671.2M
Non-discretionary AUM: $455.7M
Discretionary accounts: 1,331
Non-discretionary accounts: 595
Total accounts: 1,926
AUM per client: $2.4M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Charitable organizations	Fewer than 5	$73K
High net worth individuals	248	$829.2M
Pension and profit sharing plans	24	$188.8M
Individuals (other than high net worth individuals)	202	$108.8M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
A percentage of assets under your management

Advisory activities

Financial planning services
Portfolio management for other
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: Yes
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.