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Demers Financial Planning
DEMERS FINANCIAL PLANNING is an SEC-registered investment adviser in Columbus, OH, registered since 2026. The firm manages approximately $125 million in...
Demers Financial Planning
DEMERS FINANCIAL PLANNING is an SEC-registered investment adviser in Columbus, OH, registered since 2026. The firm manages approximately $125 million in regulatory assets. It has 2 employees and 1 investment adviser.
General information
Firm type
RIA
Frequently asked questions
Who runs investment decisions at Demers Financial Planning?
No named investment decision-makers have been publicly identified for Demers Financial Planning. The firm's registration as an RIA suggests a designated advisor or advisory team, but their identities are not disclosed in available public records.
What services does Demers Financial Planning offer?
As a registered investment adviser, Demers Financial Planning likely provides financial planning and investment management services common to RIAs, such as portfolio construction, retirement planning, and wealth management. No specific service offerings have been confirmed in public filings or marketing materials.
Does Demers Financial Planning act as a family office or a traditional RIA?
Based on available public records, Demers Financial Planning is structured as a registered investment adviser (RIA) rather than a single- or multi-family office. There is no evidence of family office services such as concierge wealth management for ultra-high-net-worth families.
Is Demers Financial Planning related to any larger financial institutions?
No public records suggest any affiliation or ownership by a larger bank, asset manager, or holding company. Demers Financial Planning appears to be an independent RIA, but no parent company or institutional backer has been identified.
What is the fee structure or minimum investment for Demers Financial Planning?
Fee schedules and minimum investment thresholds for Demers Financial Planning are not publicly disclosed. RIAs typically charge AUM-based fees or flat planning fees, but no specifics are available in public filings or the firm's materials.
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