A complete list of active advisors currently associated with E. Demmler and Associates
Warmer can help you find a great advisor at E. Demmler and Associates or one who fits your needs even better.
E. Demmler & Associates provides financial planning, educational seminars, and business consulting/benefits analysis to individuals, families, pension and profit-sharing plans, trusts, estates, and corporations. Although the firm’s disclosures cover a broad client mix, the brochure states the adviser does not manage client assets and focuses on planning and consulting engagements rather than discretionary asset management. The firm’s investment work is built on fundamental analysis and due diligence of mutual funds, ETFs, variable annuities, municipal and corporate debt, private placements and pooled investments, with recommendations typically framed around target asset mixes and periodic rebalancing. Advice is delivered through comprehensive or modular written plans and consulting engagements, and the firm charges flat or hourly planning/consulting fees rather than asset-based advisory fees. Compared with many firms in the investment-manager category, E. Demmler & Associates combines planning and consulting with broker-dealer and insurance activities: advisory affiliates are registered representatives of LPL Financial and licensed insurance agents, and the firm facilitates commissionable securities and insurance product sales (including variable annuities). The firm also offers employer-focused educational seminars and pension/benefits consulting, an uncommon mix of services and revenue sources for a firm that does not custodially manage client assets or charge percentage-of-AUM advisory fees.
To learn more about the advisors currently working at E. Demmler and Associates, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Castro Valley, CA
| 33
|
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