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DEMERS FINANCIAL PLANNING

COLUMBUS, OH · CRD 106702 · IAPD ↗ · 614-451-4505

$125.3MRegulatory AUM
1Advisory reps
2Employees
38Clients
26-50Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
June 2026 — DEMERS FINANCIAL PLANNING (COLUMBUS, OH) is newly SEC-registered with $125.3M RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.