Deeringer Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$39,683,332
Clients
15
Advisors
1
of 1 employees
About
The firm is an independent, single-advisor registered investment adviser overseeing roughly $39.7 million for a small client base that includes individuals, high-net-worth clients, trusts, non-profits, and corporate or pension plan sponsors. It provides discretionary and non-discretionary portfolio management, financial planning or consulting, and retirement plan consulting, typically charging percentage-of-assets-under-management fees.
Investment decisions are driven by fundamental analysis and a scenario-based asset-allocation process, with portfolios constructed mainly from mutual funds and exchange-traded funds and subject to periodic rebalancing. The brochure discloses that the adviser integrates ESG factors into some strategies and, where appropriate, may use derivatives (options) and margin borrowing in managed accounts, with attendant risk disclosures.
What distinguishes this firm from many solo independent advisers is its explicit work with corporate and pension-plan clients, including ERISA fiduciary retirement-plan consulting, and its affiliation with insurance activities (the adviser is a licensed insurance agent who may receive commissions). The firm’s disclosures also note the use of hypothetical performance in its communications and detailed margin/options risk language, items that are relatively uncommon among peers and are identified as potential conflicts or areas requiring client attention.
Client services
Expertise
Fee options
Financial planning fixed fees typically range from $2,000 to $7,000; Retirement plan consulting fixed fees typically range from $3,000 to $15,000
$0 - $1,000,000: 1.00% per annum $1,000,001 - $2,000,000: 0.75% per annum $2,000,001+: 0.50% per annum
Certain representatives are licensed insurance agents and receive commissions for insurance products sold
Financial planning or consulting services and retirement plan consulting services charged at $350 per hour
Account minimum: $500,000 Fee-only: Investment advisory fees based on AUM; Financial planning and retirement plan consulting fees charged hourly or fixed fee arrangements
Main office
3600 American River Drive, #290
Sacramento CA 95864
Advisors at this office
1
Most active in
California · Nevada
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")