Overview
Assets Under Management: $125 million
Headquarters: COLUMBUS, OH
High-Net-Worth Clients: 28
Average Client Assets: $4.2 million
Frequently Asked Questions
DEMERS FINANCIAL PLANNING is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #106702), DEMERS FINANCIAL PLANNING is subject to fiduciary duty under federal law.
DEMERS FINANCIAL PLANNING is headquartered in COLUMBUS, OH.
DEMERS FINANCIAL PLANNING serves 28 high-net-worth clients according to their SEC filing dated April 08, 2026. View client details ↓
According to their SEC Form ADV, DEMERS FINANCIAL PLANNING offers financial planning and portfolio management for individuals. View all service details ↓
DEMERS FINANCIAL PLANNING manages $125 million in client assets according to their SEC filing dated April 08, 2026.
According to their SEC Form ADV, DEMERS FINANCIAL PLANNING serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 28
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 93.52%
Average Client Assets: $4.2 million
Total Client Accounts: 190
Discretionary Accounts: 190
Regulatory Filings
CRD Number: 106702
Filing ID: 2093067
Last Filing Date: 2026-04-08 18:36:52