Syman-Degler Group, LLC

Updated today

Find your advisor

Client assets under management

$58,946,615

Clients

185

10% high-net worth

Advisors

of 3 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Typical

Average account size

$318,630

About

Syman-Degler Group, LLC advises individual and high‑net‑worth clients and also provides retirement plan advisory to employer plan sponsors and participants. Services include ongoing portfolio management, project and hourly financial planning, and assistance with IRAs and college‑savings accounts.

The firm operates on a non‑discretionary basis for all client relationships, obtaining client approval for trades and conducting at least quarterly reviews. Investment implementation commonly emphasizes mutual‑fund allocations — including American Funds F‑2 share class strategies held at the transfer agent — while Charles Schwab is used when clients elect to include individual equity or fixed‑income positions.

What distinguishes the firm from many peers is that most of its regulatory assets are managed non‑discretionarily and fees for many accounts are debited directly by the mutual fund transfer agent; retirement plans use the RecordkeeperDirect® platform and remain participant‑directed. The firm is a small team of three CFP professionals, discloses that advisors are licensed to sell insurance (with potential commission conflicts), and reports a prior regulatory order involving a principal as well as previously resolved tax liens in its disclosures.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

College savings (529s, UTMA, etc.) Retirement plans for business owners (SEP, solo 401k) Retirement income strategy

Fee options

Fixed

Flat fees up to $5,000 for financial planning; 50% due in advance, remainder due within 30 days of completion

Percentage

$0 - $749,499.99: 1.00% $750,000 - $1,249,999.99: 0.85% $1,250,000 - $1,749,999.99: 0.75% $1,750,000 - $2,999,999.99: 0.50% $3,000,000+: 0.35%

Project-based

Up to $350 per hour for financial planning and consulting; also $350 per hour for Charles Schwab Advisor Center investment advisory services

Other

Fee-only: Financial planning and consulting services charged on hourly or flat fee basis; hourly fees not to exceed $350/hour; flat fees not to exceed $5,000

Main office location

Syman-Degler Group, LLC

1163 Olive Street, #100

Eugene OR 97401, United States

Number of offices

Most active in

California · Oregon

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

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.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

LinkedIn Website (541) 345-9681

Advisors at this firm

Michael S

CFP®, Series 63

Eugene, OR

Syman-Degler Group, LLC

Michael Syman Degler is a CFP® with 28 years of industry experience. He has worked at Farmers Insurance & Financial Services and Farmers Financial Solutions before joining Syman-Degler Group, LLC, where he has been since 2018. Syman-Degler Group, LLC advises individual and high-net-worth clients as well as employer plan sponsors and participants, providing portfolio management, financial planning, and assistance with IRAs and college-savings accounts. The firm operates on a non-discretionary basis, emphasizes mutual-fund allocations, and uses platforms such as American Funds and Charles Schwab to implement investments.

College savings (529s, UTMA, etc.) Retirement plans for business owners (SEP, solo 401k) Retirement income strategy

Paul D

CFP®

Eugene, OR

Syman-Degler Group, LLC

Paul Dunckel is a CFP® professional with eight years at Syman-Degler Group, LLC and a total of 21 years of industry experience, including 17 years at Aronberg Goldgehn Davis & Garmisa. He is based in Eugene, OR. Syman-Degler Group, LLC advises individual and high-net-worth clients as well as employer-sponsored retirement plans, providing portfolio management, financial planning, and assistance with IRAs and college savings accounts. The firm operates on a non-discretionary basis, emphasizing mutual fund allocations and uses platforms such as American Funds and Charles Schwab for investment implementation.

College savings (529s, UTMA, etc.) Retirement plans for business owners (SEP, solo 401k) Retirement income strategy

Lucien D

CFP®

Eugene, OR

Syman-Degler Group, LLC

Lucien Degler is a CFP® professional with eight years at Syman-Degler Group, LLC and four years of industry experience. Prior to joining the firm, he was a stay-at-home parent for three years. Syman-Degler Group, LLC serves individual and high-net-worth clients as well as employer plan sponsors, providing portfolio management, financial planning, and retirement account services. The firm operates on a non-discretionary basis, emphasizing mutual-fund allocations and quarterly client reviews.

College savings (529s, UTMA, etc.) Retirement plans for business owners (SEP, solo 401k) Retirement income strategy

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

Find the right match for you

Answer a few quick questions and we'll tailor results to your goals, so you can hire smarter.

Find your advisor

A smarter way to hire an advisor

Compare and choose confidently

Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may—or may not—fit, and move forward with confidence.

How Warmer works

Thoughtfully vetted, clearly explained

We review rigorously and transparently

Get to know your advisors' credentials, disciplinary history, specialization, client fit, and communication style. We're selective about who we recommend—and tell you why we think someone fits your situation.

Our methodology

Always free and always on your side

Free. Confidence that lasts

We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction—we're here to make sure the relationship works for you—and if not, to navigate next steps with clarity.

Our ongoing support