# Demers Financial Planning

> Demers Financial Planning is a state-registered investment advisory firm in North Andover, MA, registered since 2009, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 16, 2026.

- CRD: 148752
- Filed as: DEMERS FINANCIAL PLANNING
- Legal name: Maureen M. Demers
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: North Andover, MA
- Filing period: October 2026
- Form ADV filing dated: March 16, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/148752
- AdvisorCensus page: https://advisorcensus.com/firm/demers-financial-planning-north-andover-ma-148752

## 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).

**Where is Demers Financial Planning located?**
Demers Financial Planning's principal office is in North Andover, MA, according to its Form ADV.

**Is Demers Financial Planning registered with the SEC or a state?**
Demers Financial Planning is a state-registered investment advisory firm, registered since 2009. Status as filed: APPROVED. CRD 148752.

**How much does Demers Financial Planning manage?**
Demers Financial Planning reports $25,671,919 in regulatory assets under management in its Form ADV filing dated March 16, 2026 (100% discretionary).

**What types of clients does Demers Financial Planning serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (15); high net worth individuals (10).

**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 public record on IAPD: https://adviserinfo.sec.gov/firm/summary/148752

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $25,671,919
- Discretionary: $25,671,919
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 15 | $4,555,731 |
| High net worth individuals | 10 | $21,116,188 |

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

### Firm details
- Registered since: 2009 (17 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- demersfinancial.com
- Facebook @demersfinancial
- LinkedIn @demersfinancial
- X @demersfinancial

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Demers Financial Planning (CRD 148752): Form ADV filing data as of October 2026.