Syman-Degler Group, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Syman-Degler Group, LLC advises individual and high‑net‑worth clients and also provides retirement plan advisory to employer plan sponsors and participants. Services include ongoing portfolio management, project and hourly financial planning, and assistance with IRAs and college‑savings accounts.
The firm operates on a non‑discretionary basis for all client relationships, obtaining client approval for trades and conducting at least quarterly reviews. Investment implementation commonly emphasizes mutual‑fund allocations — including American Funds F‑2 share class strategies held at the transfer agent — while Charles Schwab is used when clients elect to include individual equity or fixed‑income positions.
What distinguishes the firm from many peers is that most of its regulatory assets are managed non‑discretionarily and fees for many accounts are debited directly by the mutual fund transfer agent; retirement plans use the RecordkeeperDirect® platform and remain participant‑directed. The firm is a small team of three CFP professionals, discloses that advisors are licensed to sell insurance (with potential commission conflicts), and reports a prior regulatory order involving a principal as well as previously resolved tax liens in its disclosures.
Client services
Expertise
Fee options
Flat fees up to $5,000 for financial planning; 50% due in advance, remainder due within 30 days of completion
$0 - $749,499.99: 1.00% $750,000 - $1,249,999.99: 0.85% $1,250,000 - $1,749,999.99: 0.75% $1,750,000 - $2,999,999.99: 0.50% $3,000,000+: 0.35%
Up to $350 per hour for financial planning and consulting; also $350 per hour for Charles Schwab Advisor Center investment advisory services
Fee-only: Financial planning and consulting services charged on hourly or flat fee basis; hourly fees not to exceed $350/hour; flat fees not to exceed $5,000
Main office
1163 Olive Street, #100
Eugene OR 97401
Advisors at this office
3
Most active in
California · Oregon
Also doing business as
Syman Degler Financial, LLC · Syman Degler Group, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
Michael S
CFP®, Series 63
Eugene, OR
Syman-Degler Group, LLC
Michael Syman Degler is a CFP® with 28 years of industry experience. He has worked at Farmers Insurance & Financial Services and Farmers Financial Solutions before joining Syman-Degler Group, LLC, where he has been since 2018. Syman-Degler Group, LLC advises individual and high-net-worth clients as well as employer plan sponsors and participants, providing portfolio management, financial planning, and assistance with IRAs and college-savings accounts. The firm operates on a non-discretionary basis, emphasizes mutual-fund allocations, and uses platforms such as American Funds and Charles Schwab to implement investments.
Paul D
CFP®
Eugene, OR
Syman-Degler Group, LLC
Paul Dunckel is a CFP® professional with eight years at Syman-Degler Group, LLC and a total of 21 years of industry experience, including 17 years at Aronberg Goldgehn Davis & Garmisa. He is based in Eugene, OR. Syman-Degler Group, LLC advises individual and high-net-worth clients as well as employer-sponsored retirement plans, providing portfolio management, financial planning, and assistance with IRAs and college savings accounts. The firm operates on a non-discretionary basis, emphasizing mutual fund allocations and uses platforms such as American Funds and Charles Schwab for investment implementation.
Lucien D
CFP®
Eugene, OR
Syman-Degler Group, LLC
Lucien Degler is a CFP® professional with eight years at Syman-Degler Group, LLC and five years of industry experience. Prior to joining the firm, he was a stay-at-home parent for three years. Syman-Degler Group, LLC serves individual and high-net-worth clients as well as employer plan sponsors, providing portfolio management, financial planning, and retirement account assistance on a non-discretionary basis with regular client approvals and reviews. The firm emphasizes mutual fund allocations and uses platforms such as Charles Schwab and RecordkeeperDirect® to support client-directed investment decisions.
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