Lisa Demers
Great Diamond Partners · Portland, Maine
Lisa Demers is a fee-only financial advisor at Great Diamond Partners in Portland, Maine. Great Diamond Partners reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Great Diamond Partners |
|---|---|
| Based in | Portland, Maine |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $804.1M across 1,736 accounts |
| SEC registration | Investment adviser representative in ME, TX · CRD 2536000 |
| Exams passed | Series 63 (1994) · Series 66 (2002) |
| Firm size | 12 employees |
| Disclosures | None reported |
| Website | www.greatdiamondpartners.com |
How Lisa's firm compares
- Great Diamond Partners's average account is about $463,000, from its Form ADV (assets managed divided by 1,736 accounts).
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Questions about Lisa
Is Lisa Demers a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Lisa holds no broker registration, and Great Diamond Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Lisa charge for financial advice?
Lisa's firm, Great Diamond Partners, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Lisa Demers based?
Lisa Demers is based in Portland, Maine.
Is Lisa Demers registered with the SEC?
Yes. Lisa Demers is registered as an investment adviser representative in ME and TX (CRD 2536000), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Great Diamond Partners manage?
Great Diamond Partners reports $804.1M across 1,736 accounts in assets under management.
How do I contact Lisa Demers?
Through Lisa's website, www.greatdiamondpartners.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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