Maureen Demers
Demers Financial Planning · North Andover, Massachusetts
Maureen Demers is a fee-only financial advisor at Demers Financial Planning in North Andover, Massachusetts, who holds the CFP credential. Maureen charges a percentage of assets, a one-time planning fee and an ongoing planning fee (one-time plans from $3,000) and focuses on retirement planning, tax planning and estate & legacy planning.
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Specialties
Who they serve
- Retirees
- Pre-retirees
Facts
| Firm | Demers Financial Planning |
|---|---|
| Based in | North Andover, Massachusetts |
| Fee model | Percentage of assets · One-time planning fee · Ongoing planning fee |
| Fees (firm's website) | One-time plans from $3,000 |
| Assets under management | $25.7M across 83 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MA · CRD 2835045 |
| Exams passed | Series 63 (1996) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.demersfinancial.com |
| Profile |
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Questions about Maureen
Is Maureen Demers a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Maureen holds no broker registration, and Demers Financial Planning reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Maureen charge for financial advice?
Maureen charges a percentage of assets, a one-time planning fee and an ongoing planning fee.
How much does Maureen charge?
According to Demers Financial Planning's website, checked October 30, 2026: one-time plans from $3,000.
Where is Maureen Demers based?
Maureen Demers is based in North Andover, Massachusetts.
What does Maureen specialize in?
Maureen's specialties include retirement planning, tax planning, estate & legacy planning and pension planning. Maureen works with retirees and pre-retirees.
What credentials does Maureen Demers hold?
Maureen Demers holds the CFP credential.
Is Maureen Demers registered with the SEC?
Yes. Maureen Demers is registered as an investment adviser representative in MA (CRD 2835045), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Demers Financial Planning manage?
Demers Financial Planning reports $25.7M across 83 accounts in assets under management.
How do I contact Maureen Demers?
Through Maureen's website, www.demersfinancial.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
- Demers Financial Planning website : specialties, clients served, and fees, checked October 30, 2026
- 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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