Demars Financial Group

Retirement Planning Firm in Spokane Valley, WA

Firm Info
Address: Lilac Flag, 104 S Freya St Building, Suite 218, Spokane, WA 99202, USA
Phone: (509) 536-9556

Firm Size
Assets Under Management: $275.8 million
# of Advisors: 4
# of Clients: 981
Client to Advisor Ratio: 245:1
Average Account Size: $281,116
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Pension Consulting Services
  • Selection of Others Advisors

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth


Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Hourly

Get Connected with a Financial Advisor

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Demars Financial Group LLC Overview

TrueNorth Wealth is a registered investment advisory firm that specializes in providing investment advice only. Since 2007, the firm has been providing top-notch financial planning and portfolio management services to individuals and small businesses. TrueNorth Wealth is headquartered in Salt Lake City, UT, where its team of investment professionals helps clients grow and protect their wealth through sound investment strategies. Unlike many other firms, TrueNorth Wealth operates on a fee-only basis, meaning that clients are only charged for the services they receive. This ensures that TrueNorth Wealth's investment recommendations are unbiased and is in the best interest of its clients. In addition to financial planning and portfolio management, TrueNorth Wealth offers pension consulting services, and publishes publications like periodicals and newsletters to keep clients informed about market trends and investment strategies. TrueNorth Wealth also conducts educational seminars and workshops for individuals and businesses to help them understand investment concepts and make informed financial decisions. With a highly experienced team of experts and a commitment to transparency, TrueNorth Wealth is a trusted partner for individuals and institutions seeking to grow and protect their wealth.

billing flat/project-based fee The DEMARS FINANCIAL GROUP LLC caters to a diverse range of clients in their financial planning and management services. The firm provides guidance and expertise to individuals looking to manage their finances and achieve their financial goals. Additionally, they offer specialized assistance to high net worth individuals seeking intricate and personalized solutions to their financial portfolio. The DEMARS FINANCIAL GROUP LLC also provides services to businesses and institutions, delivering comprehensive financial consultations for strategies, investments, and retirement planning. The fee structures offered by the DEMARS FINANCIAL GROUP LLC vary based on the services provided. The firm offers a percentage of Assets Under Management (AUM) fee for their investment management services, which is a percentage of the total value of a client's investment portfolio. Hourly billing is also available for specific consultations or services requested by clients. The firm also offers flat or project-based fees for customized projects or financial planning engagements. With their varied fee structures, the DEMARS FINANCIAL GROUP LLC enables clients with various financial needs to access a range of services and payment options that align with their affordability and needs.

Typical Clients, Fee Structures & Investment Minimum

income accounts. According to DEMARS FINANCIAL GROUP LLC's Part 2 Brochure, the firm requires a minimum account size for investment in their equity and fixed-income accounts. For equity accounts, the minimum investment is $300,000, while for fixed-income accounts, it is $100,000. Therefore, individuals who intend to invest with the firm must meet these investment minimums to open an account.

How This Office Can Help Spokane Valley, WA Residents

Demars Financial Group is committed to helping clients in Spokane Valley, WA manage their financial affairs effectively. They offer a range of financial planning services that are customized to meet the unique needs and goals of each individual. They have experience working with different financial situations including retirement planning, investment strategies, and insurance services. One of the key challenges that Demars Financial Group helps clients in Spokane Valley, WA address is retirement planning. Many people in the area are approaching retirement age and need assistance creating a plan for their future. Demars Financial Group works with clients to develop a comprehensive retirement plan that takes into account factors such as income needs, expenses, and tax implications. Other common financial concerns for residents in Spokane Valley, WA include college savings, investment strategies, and estate planning. Demars Financial Group provides expert guidance and support on all of these issues to ensure that their clients achieve their financial goals.

To view the Minimum Investment and Fee Schedule for Demars Financial Group LLC, visit their Part 2 Brochure.

Services Offered by Demars Financial Group LLC

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Demars Financial Group LLC most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Hourly
Unavailable
Subscription (Newsletter or Periodical)
Fixed Fees (Other than subscription)
Commissions
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location Lilac Flag, 104 S Freya St Building, Suite 218, Spokane, WA 99202, USA
Phone (509) 536-9556
Directions
Google My Business Reviews:
5 Stars

Other Office Locations

This firm has no other locations.

State Registrations

Demars Financial Group LLC is registered to service clients in the following states:

  • Alaska
  • Arizona
  • Idaho
  • Montana
  • Oregon
  • Texas
  • Utah
  • Washington

Disciplinary History

Demars Financial Group LLC does not have any disclosures. Please visit it's Form ADV for more details.