Advisor at Universal Financial Advisors, LLC
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Firm
Universal Financial Advisors, LLC
Location
St. Louis, MO 63122
Credentials
CFP®, ChFC®, Series 66
Industry experience
14 years
Anna Meurer is a financial advisor at Universal Financial Advisors, LLC with 14 years of industry experience. She holds the CFP®, ChFC®, and Series 66 credentials and has previously worked at Securities America, Inc. Outside of her advisory role, she owns a small business, Yellow Shed Creations, which designs and sells custom t-shirts and wine glasses, and volunteers with several community organizations including the Salvation Army and local chambers of commerce. Universal Financial Advisors serves individual investors, retirement plans, trusts, estates, charitable organizations, and businesses by providing comprehensive financial planning, investment management, and retirement consulting. The firm tailors portfolios based on client-specific risk tolerance and objectives, utilizing a diversified approach informed by Modern and Post-Modern Portfolio Theory and offers both discretionary portfolio management and standalone planning services.
Based on Universal Financial Advisors, LLC
Based on Universal Financial Advisors, LLC
Fixed fees for financial planning and consulting services generally range from $1,000 to $10,000 depending on scope and complexity
Generally ranges from less than 1% to no more than 2.5% annually, varies by portfolio size and services rendered
Certain IARs may provide securities brokerage services under separate commission-based arrangement as registered representatives of Osaic Wealth, Inc.
Hourly fees charged for financial planning and consulting services; specific rates not stated
Account minimum: $75,000 per account (can be aggregated) Minimum fee: Minimum Platform Service Fee (MPSF) of $50 annually per advisory account, may be waived based on aggregate household accounts Fee-only: Financial planning and consulting fees generally range from $1,000 to $10,000 on a fixed fee basis; hourly fees also charged but specifics not stated
333 S. Kirkwood Road, Suite 301
St. Louis, MO 63122
Missouri
Osaic Wealth, Inc
2024 - Present (2 years)
Universal Financial Advisors, LLC
2023 - Present (3 years)
Securities America, Inc.
2015 - 2024 (9 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65
Fenton, MO
Midwest Investment Advisors, LLC
Series 63, Series 65
Chesterfield, MO
Mills Barrington Advisors, LLC.
Series 65
Saint Louis, MO
Midwest Advisors LLC
Series 63, Series 65
Chesterfield, MO
Premier Wealth Advisory Services, Inc.
Series 63, Series 66
Saint Louis, MO
Integra Wealth Advisors
Series 63, Series 65
Chesterfield, MO
S.P. Parkin & Co
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