Maureen Demers is a CFP-designated registered investment advisor at Demers Financial Planning, based in North Andover, MA, with 17 years of industry experience. Maureen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 7 more. Their firm serves 25 clients with $26M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.60% |
| $3M+ | 0.30% |
Wealth management services have a minimum annual fee of $10,000. Portfolio management has no minimum fee. Fees may be negotiated at the advisor's sole discretion.
Fee Estimator
Contact
Maureen Demers
Location
800 Turnpike Street, Suite 300, North Andover, MA, 01845
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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 →Employment History
Current Registrations
Demers Financial Planning
State Registrations1 state
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
Additional Information
Maureen Demers is aNorth Andover, MA fee-only financial planner. Demers Financial Planning provides comprehensive and objective financial planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Maureen Demers is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
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