Eugene Demmler
Eugene Demmler is a registered investment advisor at E. Demmler and Associates, based in Castro Valley, CA, with 33 years of industry experience. Eugene is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 3 more.
Compensation
Firm Size
IM Fee
Fee Structure
E. Demmler & Associates offers annual financial planning retainers ranging from $500 to $10,000 per year, depending on the complexity of your situation and the scope of services provided.
- Comprehensive financial plan — Flat fees generally range from $2,500 to $30,000, depending on the complexity of your situation, covering cash flow, net worth, insurance, education, portfolio analysis, retirement, taxes, and estate planning.
- Modular or maintenance planning — Flat fees generally range from $2,500 to $30,000 for targeted advice on specific goals like inheritance, career changes, or cash flow.
- Hourly consulting — $300 per hour for services provided by financial advisors, and $150 per hour for assistants.
Location
20284 Redwood Rd, Castro Valley, CA, 94546
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Eugene operates E. Demmler & Associates as a DBA for his LPL business since 2013, dedicating about 10% of his time. He also provides financial planning and consulting services through E. Demmler & Associates as a Registered Investment Advisor, spending a few hours per week on this activity.
Employment History
Current Registrations
E. Demmler and Associates
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Ids Life Insurance CompanyBroker
American Express Financial Advisors INC.Broker
State Registrations14 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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