Demars Financial Group LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$373,775,548
Clients
498
Advisors
4
of 4 employees
About
The firm provides discretionary asset management, financial planning, limited pension consulting, and recommendations for third‑party money managers to individuals (including high‑net‑worth clients), employee benefit plans, trusts, estates, charitable organizations, and business entities. It charges percentage‑of‑AUM advisory fees for portfolio management and also offers hourly financial planning and negotiable pension consulting engagements; the firm reports roughly $374 million in discretionary assets under management across several hundred client accounts.
In constructing portfolios the firm customizes allocations to client objectives and may use firm model portfolios, third‑party sub‑advisers, and a mix of fundamental, technical and cyclical analysis with a focus on ongoing monitoring and periodic rebalancing. The firm typically operates with discretionary trading authority, reviews accounts at least quarterly, and recommends custody and execution through major custodians (including Fidelity, National Financial Services, and LPL Financial).
What is distinctive in the brochure is the firm’s dual‑role structure: its advisors are also registered representatives of a broker‑dealer and hold insurance licenses, so they may earn commission‑based compensation and 12b‑1 fees in addition to advisory fees, and the firm describes platform and service relationships with custodians that can include research and operational support. The brochure also discloses prior regulatory and client‑related matters (including a settled customer complaint and a state order) and notes ownership of an additional financial services entity and routine coordination with outside accountants and other service providers — features the firm describes and that are less common among similarly sized team advisers.
Client services
Occupation focus
Fee options
$0 - $500,000: 1.5% annually (billed 0.375% quarterly in advance by fee deduction) $500,001 - $1,000,000: 1.0% annually (billed 0.25% quarterly in advance by fee deduction) $1,000,001+: 0.90% annually (billed 0.225% quarterly in advance by fee deduction)
Associated persons receive commissions from securities sales and insurance products separate from advisory fees.
Financial planning services charged at a negotiable fee of $250 per hour.
Account minimum: $500,000
Main office
420 N Evergreen, Ste 300
Spokane Valley WA 99216
Advisors at this office
4
Most active in
Alaska · Arizona · California · Idaho · Montana · Oregon · Texas · Utah · Washington
Also doing business as
Demars Financial Group · Demars Financial Group LLC · Demars Financial Services · Fidelity Financial Services · Greg Giles · Jarvis Financial · Northwest Financial Advisors Inc
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:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
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.
-
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.
Quick links
Advisors at this firm
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 introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)