A complete list of active advisors currently associated with Demars Financial Group LLC
Warmer can help you find a great advisor at Demars Financial Group LLC or one who fits your needs even better.
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.
To learn more about the advisors currently working at Demars Financial Group LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Spokane Valley, WA
| 29
| |
Spokane Valley, WA
| 6
| |
Spokane Valley, WA
| 0
| |
Spokane Valley, WA
| 27
|
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