# Demers Financial Planning

> 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.

- CRD: 106702
- Filed as: DEMERS FINANCIAL PLANNING
- Legal name: Demers Constance Elaine
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Columbus, OH
- Filing period: October 2026
- Form ADV filing dated: May 12, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/106702
- AdvisorCensus page: https://advisorcensus.com/firm/demers-financial-planning-columbus-oh-106702

## Quick answers

**How 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

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other

### Fees and minimums (Form ADV Part 2A brochure dated March 31, 2026)

- Account minimum: $500,000 (the brochure says it may be waived or negotiated)

> The firm generally requires a minimum account size of $500,000. Nonetheless, all fees and account minimums are negotiable.

- Minimum annual fee: $5,000

> 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 brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $125,324,415
- Discretionary: $125,324,415
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 10 | $8,120,177 |
| High net worth individuals | 28 | $117,204,238 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2026 (0 years)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: OH
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- LinkedIn @connie-demers-68380938

## Changes in the filing (last 12 months)

### June 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Demers Financial Planning (CRD 106702): Form ADV filing data as of October 2026.