AdvisorCensus / Financial advisors / Ohio / Columbus / Demers Financial Planning
Demers Financial Planning
Filed as DEMERS FINANCIAL PLANNING · Legal name Demers Constance Elaine
Demers Financial Planning is an SEC-registered investment advisory firm in Columbus, OH, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated May 12, 2026.
Quick answers
From the filingHow is Demers Financial Planning compensated?
On its Form ADV (Item 5.E, October 2026), Demers Financial Planning reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); other.
Where is Demers Financial Planning located?
Demers Financial Planning's principal office is in Columbus, OH, according to its Form ADV.
Is Demers Financial Planning registered with the SEC or a state?
Demers Financial Planning is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 106702.
How much does Demers Financial Planning manage?
Demers Financial Planning reports $125,324,415 in regulatory assets under management in its Form ADV filing dated May 12, 2026 (100% discretionary).
What types of clients does Demers Financial Planning serve?
By number of clients on Form ADV Item 5.D: high net worth individuals (28); individuals (other than high net worth individuals) (10).
Which custodians does Demers Financial Planning use?
Demers Financial Planning's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.
Does Demers Financial Planning 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/106702
Does Demers Financial Planning state an account minimum?
Its Form ADV Part 2A brochure dated March 31, 2026 says: "The firm generally requires a minimum account size of $500,000. Nonetheless, all fees and account minimums are negotiable."
What changed in Demers Financial Planning's recent Form ADV filings?
In the June 2026 filing data: Newly registered with the SEC.
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
- Fixed fees (other than subscription fees)
- Other
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 2AAccount minimum: $500,000 (the brochure says it may be waived or negotiated)
The brochure's wording
The firm generally requires a minimum account size of $500,000. Nonetheless, all fees and account minimums are negotiable.
Minimum annual fee: $5,000
The brochure's wording
Unless waived or negotiated in advance, Demers requires a minimum fixed fee per year of $5,000 for investment management services clients.
As stated in the firm's Form ADV Part 2A brochure dated March 31, 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$125,324,415 as of October 2026, filing dated May 12, 2026.
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.DA 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
Registration and firm details
Items 1, 2, 5- Legal name
- Demers Constance Elaine
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2026 (0 years)
- Employees
- Total: 2. Performing investment advisory functions: 1.
- 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.
- States registered or notice-filed
-
1 state or jurisdiction
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None 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
Changes in the filing
Last 12 months- June 2026
- Newly registered with the SEC.
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.ISource: 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. Demers Financial Planning (CRD 106702): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/demers-financial-planning-columbus-oh-106702