Demars Financial Group LLC

Demars Financial Group LLC is a Registered Investment Adviser based in Spokane, Washington, providing personalized investment advisory services since 1999. The firm offers asset management services, financial planning services, limited pension consulting services, and selection of other advisors. Clients receive continuous and focused investment advice tailored to their needs and objectives. The firm requires discretionary authority to manage accounts, allowing them to make investment decisions on behalf of clients. Asset management services may include customizing investment portfolios or utilizing model portfolios. The firm primarily advises on mutual funds, exchange-traded funds, equities, variable annuities, corporate debt securities, and municipal securities. As of December 31, 2024, the firm manages $282,385,164 in client assets on a discretionary basis and $8,884,000 on a non-discretionary basis. The firm charges fees based on a percentage of assets under management, with a negotiable fee structure. Financial planning services are offered at a negotiable fee of $250 per hour. The firm discloses potential conflicts of interest related to compensation, brokerage practices, and additional financial industry activities. The firm operates under a fiduciary standard, acting in the best interests of clients. The brochure also includes information about the firm's principals, their educational backgrounds, business experiences, certifications, and any disciplinary information available.