Advisor at Deemer Wealth Management LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Deemer Wealth Management LLC
Location
Venetia, PA
Credentials
Series 63, Series 65
Industry experience
31 years
Guy Deemer is a financial advisor with IP Financial Advisory Services LLC who holds Series 63 and Series 65 credentials and has 31 years of industry experience. He has worked with IP Financial Advisory Services since 2019 and previously operated Deemer Wealth Management LLC beginning in 2015. Outside of advisory roles, he maintains an active life and health insurance license and has a passive investment in a plumbing and heating business. IP Financial Advisory Services primarily serves individual retail clients, offering portfolio management, financial planning, managed account programs, and retirement-plan consulting. The firm focuses on non–high-net-worth individuals and combines traditional investment advisory services with actuarial analysis, insurance consulting, and risk management.
Based on Deemer Wealth Management LLC
Based on Deemer Wealth Management LLC
$0+: Up to 1.50% $0 - $1,000,000: 0.92% $0 - $1,000,000: 1.5% $1,000,000 - $2,000,000: 1.5% $2,000,000 - $5,000,000: 1.5% $5,000,000+: 1.5%
Fee-only: Portfolio management fees generally up to 1.50%, negotiable; no commissions accepted; fees paid monthly in arrears.
Venetia, PA
Florida · Georgia · Pennsylvania
IP Financial Advisory Services LLC
2019 - Present (7 years)
IFS Advisory, LLC
2016 - 2018 (2 years)
Deemer Wealth Management LLC
2015 - Present (11 years)
IFS Securities
2015 - 2018 (3 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, Series 63, Series 65
Canonsburg, PA
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ChFC®, Series 63
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Series 65
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CFP®, Series 63
Pittsburgh, PA
The Baran James Company, Inc.
CFP®, Series 66
Pittsburgh, PA
Rockcliff Capital, LLC
CFP®, Series 66
Bethel Park, PA
Zimmer Financial Planning
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