DEMERS FINANCIAL PLANNING

DEMERS FINANCIAL PLANNING of NORTH ANDOVER, MA is an SEC-registered investment adviser (CRD 148752). Regulatory assets under management: $25.7M.

Registration

• CRD: 148752
• Type: Registered investment adviser
• Location: 800 TURNPIKE STREET, NORTH ANDOVER, MA, 01845
• Phone: 978-494-4337
• Latest filing: 2026-03-16
• Regulatory AUM: $25.7M
• Discretionary AUM: $25.7M
• Clients: 1
• Accounts: 83

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 148752 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search