AdvisorCensus by AdvisorSEO Max

AdvisorCensus / Financial advisors / Washington / Spokane / Demars Financial Group LLC

Demars Financial Group LLC

Spokane Valley, WASEC-registered investment adviserCRD 116257

Filed as DEMARS FINANCIAL GROUP LLC

Demars Financial Group LLC is an SEC-registered investment advisory firm in Spokane Valley, WA, registered since 2018, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 3, 2026.

8 years
registered since 2018
$373,955,768
assets under management
2 arrangements
Percentage of assets, Hourly
None
disclosure items (Item 11)

Quick answers

From the filing

How is Demars Financial Group LLC compensated?

On its Form ADV (Item 5.E, October 2026), Demars Financial Group LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges.

How much does Demars Financial Group LLC charge?

Its Form ADV Part 2A brochure dated February 5, 2026 states: Hourly rate: $250 an hour (financial planning services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

Where is Demars Financial Group LLC located?

Demars Financial Group LLC's principal office is in Spokane Valley, WA, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F).

Is Demars Financial Group LLC registered with the SEC or a state?

Demars Financial Group LLC is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 116257.

How much does Demars Financial Group LLC manage?

Demars Financial Group LLC reports $373,955,768 in regulatory assets under management in its Form ADV filing dated March 3, 2026 (100% discretionary).

How have Demars Financial Group LLC's assets and staff changed since 2021?

In the Form ADV data for Demars Financial Group LLC: Regulatory assets under management: $227,018,543 in the October 2021 data and $373,955,768 in the October 2026 data, up 65%. Total employees: 7 in October 2021 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.

What types of clients does Demars Financial Group LLC serve?

By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (333); high net worth individuals (165); other (4).

Which custodians does Demars Financial Group LLC use?

Demars Financial Group LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists National Financial Services LLC as a custodian holding 10% or more of its separately managed account assets.

Does Demars Financial Group LLC report any disciplinary disclosures?

Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/116257

What changed in Demars Financial Group LLC's recent Form ADV filings?

In the April 2026 filing data: Registered or notice-filed in CA.

From the Form ADV filing

Every figure below is as the firm filed it with regulators, as of October 2026.

How the firm is compensated

Item 5.E
  • A percentage of assets under your management
  • Hourly charges

Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ

Fees and minimums

Form ADV Part 2A

The brochure lists different fees for different services or strategies; see the brochure for them.

Hourly rate: $250 an hour (financial planning services)

The brochure's wording
We charge a negotiable fee of $250 per hour for financial planning services which is collected upon completion of services.

As stated in the firm's Form ADV Part 2A brochure dated February 5, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site

Regulatory assets under management

Item 5.F
$373,955,768

$373,955,768 as of October 2026, filing dated March 3, 2026.

Discretionary: $373,775,548.Non-discretionary: $180,220.

A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means

Who the firm serves

Item 5.D
Individuals (other than high net worth individuals)
Clients 333 Assets $88,454,615 (24%)
High net worth individuals
Clients 165 Assets $285,320,933 (76%)
Banking or thrift institutions
Clients 0 Assets $0 (0%)
Investment companies
Clients 0 Assets $0 (0%)
Business development companies
Clients 0 Assets $0 (0%)
Pooled investment vehicles (other than investment companies and business development companies)
Clients 0 Assets $0 (0%)
Pension and profit sharing plans (but not the plan participants or government pension plans)
Clients 0 Assets $0 (0%)
Charitable organizations
Clients 0 Assets $0 (0%)
State or municipal government entities (including government pension plans)
Clients 0 Assets $0 (0%)
Other investment advisers
Clients 0 Assets $0 (0%)
Insurance companies
Clients 0 Assets $0 (0%)
Sovereign wealth funds and foreign official institutions
Clients 0 Assets $0 (0%)
Corporations or other businesses not listed above
Clients 0 Assets $0 (0%)
Other
Clients 4 Assets $180,220 (0%)

A firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.

Advisory services

Item 5.G
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)

Registration and firm details

Items 1, 2, 5
Registration
SEC-registered investment adviser. Status as filed: Approved.
Registered since
2018 (8 years)
Employees
Total: 3. Performing investment advisory functions: 3.
Wrap fee program participation
No.
Custodians (Schedule D, Section 5.K(3))

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

Other offices (Schedule D, Section 1.F)
1 other office, as of the April 2026 filing
Kenai, AK
States registered or notice-filed
9 states or jurisdictions
AKAZCAIDMTORTXUTWA

SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration

Disclosures

Item 11

None Reports no disclosure items on Form ADV Item 11. View on IAPD.

Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures

Assets and staff over time

Items 5.A, 5.F
$227M 2021 $276M 2022 $228M 2023 $232M 2024 $291M 2025 $374M 2026
Data periodAssets under managementEmployeesFiling dated
October 2026$373,955,7683March 3, 2026
October 2025$291,269,1643June 28, 2025
October 2024$232,447,5553June 12, 2024
October 2023$228,277,8477March 7, 2023
October 2022$275,774,9687June 21, 2022
October 2021$227,018,5437March 8, 2021

Regulatory assets under management: $227,018,543 in the October 2021 data and $373,955,768 in the October 2026 data, up 65%.

Total employees: 7 in October 2021 and 3 in October 2026.

As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.

Changes in the filing

Last 12 months
  1. April 2026
    • Registered or notice-filed in CA.
  2. March 2026
    • Regulatory assets under management went from $291,269,164 to $373,955,768 (+28%).

Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.

Websites listed on Form ADV

Item 1.I
demarsfinancial.comguidancefinancialplanning.comtaylormaderetirement.buzzsprout.com

Source: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."

Cite this page

AdvisorCensus. Demars Financial Group LLC (CRD 116257): Form ADV filing data as of October 2026.
https://advisorcensus.com/firm/demars-financial-group-llc-spokane-valley-wa-116257