CRD: 116257
Demars Financial Group LLC
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- Custodian
- Fidelity/NFS · LPL Financial · Nationwide
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 03-22-1999
- Office Locations
- 1
Office Locations
About Demars Financial Group LLC
Guidance Financial Planning (Spokane Valley, WA) is a CFP-led planning and investment advisory practice helping individuals and families cut through market noise and stay disciplined through market shifts. Services include retirement and education planning, goal-based investment planning, and wealth protection/preservation. Investment work emphasizes strategy, risk tolerance, and diversified vehicles such as mutual funds and ETFs, with custody options including Fidelity/NFS.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
DAVID THEODORE DEMARS
Chief Compliance Officer, Managing Member, Managing Partner, Owner
- CRD
- #2903749
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
Taylor David Demars
Financial Planner
- CRD
- #6733554
Richard Ryan Kennedy
--
- CRD
- #8195832
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $373,775,548 | $299,980 |
| Non-Discretionary | $180,220 | $45,055 |
| Total | $373,955,768 | $299,165 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Private Funds | Available | Available |
| Cash | Available | Available |
| Equity - OTC | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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