DEMERS FINANCIAL PLANNING

Overview

Demers Financial Planning is an independent, sole-proprietorship registered investment adviser that bills itself as focused on individual and family clients. The firm is owned and operated by an individual and offers fee arrangements that include a percentage of assets under management, fixed fees, and other fee types. Its primary advisory services are comprehensive financial planning and discretionary portfolio management for individuals and small businesses. Demers Financial Planning does not identify as an active ESG investor, is not positioned as a multi-state adviser, and does not act as a capital allocator or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices