Demars Financial Group LLC is a registered investment advisor based in Spokane, Washington, offering personalized investment management, financial planning, pension consulting, and third-party manager selection services. Founded in 1999, Demars Financial Group tailors its strategies to meet individual client risk tolerances and financial goals. The firm primarily advises on mutual funds, exchange-traded funds, equities, variable annuities, and debt securities. Demars Financial Group acts as a fiduciary when providing investment advice to retirement accounts. In addition to advisory services, certain team members are licensed insurance agents and registered representatives with LPL Financial, through which they can offer commission-based products and insurance solutions.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.00% |
| $1M+ | 0.90% |
Fees are negotiable based on individual client circumstances. Pension consulting services range up to 1% per year.