Firm
Demers Financial Planning
North Andover, Massachusetts
Fee-only
Facts
| Based in | North Andover, Massachusetts |
|---|---|
| Website | demersfinancial.com |
| Phone | (978) 494-4337 |
Demers Financial Planning fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| One-time plan | From $3,000 |
|---|---|
| How it charges | Percentage of assets · One-time plans or projects · Ongoing planning fee |
In the firm's words
"One time $3,000- $8000" source
"Meet with us or speak to us often as necessary during the year for one annual retainer fee." source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Fixed fees |
|---|---|
| Assets managed | $26 million |
| Individual clients | 15 |
| Financial planning | Offered |
| Form ADV filed | March 16, 2026 |
| SEC record | CRD 148752 |