CM
CM
Christopher Michalak
26 Years of Experience
Clayton, MO
1 Disclosure
Christopher Michalak is a registered investment advisor at Meramec Financial Planners, LLC, based in Clayton, MO, with 26 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 474 clients with $1.1B in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
7 advisors
Number of Clients
474 clients
Average Client Portfolio
$2.4M average
Assets Under Management
$1.1B
Fee Structure
Minimum Investment:None
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $20.0M | 0.40% |
| $20.0M - $30.0M | 0.35% |
| $30.0M - $50.0M | 0.30% |
| $50.0M - $75.0M | 0.25% |
| $75M+ | 0.25% |
Fees negotiable for accounts over $75,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
7911 Forsyth Blvd., Suite 200, Clayton, MO, 63105
Get directionsHistory
Regulatory History (1)
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Customer Dispute
January 2005Closed-No Action
Employment History
Current Registrations
Meramec Financial Planners, LLC
March 2025 - Present · 1 yr 1 mo
Previous Registrations
Clayton Financial Group, LLC
September 2016 - July 2025 · 8 yrs 10 mos
Moneta Group Investment Advisors, LLC
July 2004 - August 2016 · 12 yrs 1 mo
Edward Jones
February 1999 - June 2004 · 5 yrs 4 mos
State Registrations1 state
MO
Advisor
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.