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Demers Financial Planning

Demers Financial Planning. CRD 106702

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CRD: 106702

Demers Financial Planning

Columbus, OH, 43221
6144514505
demersfinancial.com
$125.3M Total AUM
$125.3M Disc. AUM
-- 3Y CAGR
2 Employees
76 ADV. Clients
31 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company
Clients
Retail
Platforms
Eagle capitalBeacon momentum +more
Established Date
07-01-1994
Office Locations
1

Office Locations

3380 Tremont Road, Suite 100 Columbus OH

About Demers Financial Planning

Demers Financial Planning provides fee-only, fiduciary retirement-focused planning for individuals and families navigating the transition into retirement. The firm builds retirement income plans and helps clients coordinate taxes, healthcare, and Social Security decisions with objective, commission-free advice tailored to personal goals. Led by CFP professional Maureen Demers and committed to the ACP Member Pledge to Clients; client assets are custodied at Charles Schwab.

Team overview

-- AVG AGE
$125.3M AVG AUM / ADVISOR
$1.6M AVG AUM / CLIENT
32 yrs AVG TENURE
2 Employees
1 Advisory Reps
0 RIA Reps
31yrs Firm Age

Insights

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Asset Classes

Frontier Frontier

Client Personas

Bridge Horizon harbor

Custodian

Horizon Pioneer harbor Insight Momentum ember Beacon

Fund Managers

Signal

Investment Themes

Momentum pioneer Atlas Optima

Investment Vehicles

Oak alpha

Platform

Focus

Services

Pioneer alpha Meridian Harbor delta Glacier Glacier Summit insight Meridian Bridge Vital Foundation radial Insight value Vector element Glacier unison Radial legacy

Technology

Timber Foundation vital Peak ridge Value catalyst

Owner & Executives

C

CONNIE ELAINE DEMERS

Chief Compliance Officer, Owner, President

CRD
--
Ownership
75% or more
(611) 282-4467
quantum.wave@horizoncapital.com
in linkedin.com/in/pathway-radial

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
04-06-2011
05-18-2012
05-12-2026
Category Assets AVG. Account size
Discretionary $125,324,415 $659,602
Non-Discretionary $0 --
Total $125,324,415 $659,602

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Separately Managed Accounts

Total SMA Asset: $125,324,415

$125.3M Total SMA
Public Funds:
12.8%
Cash:
40.8%
Equity - Exchange:
46.4%
Asset class Assets Assets %
Public Funds $499,065,461 12.8%
Cash $1,590,771,157 40.8%
Equity - Exchange $1,809,112,295 46.4%
Total $3,898,948,913 100.0%

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