Deem Asset Management fees and pricing

Financial planner in Uniontown, Ohio. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated March 30, 2026, Deem Asset Management charges $125 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 30, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $125/hr; “The firm charges $125 an hour for consulting services after an initial consultation.”

Payment and refund terms, quoted from the fee section of the brochure.

“Clients may not pay fees in advance based on any estimates.”
“Clients may waive their right to an itemized invoice each quarter.”
“Other states where the firm operates under de minimis exceptions may provide the right to waive an itemized invoice.”

Its hourly rate of $125 is below the Ohio median of $250. 5% of the 219 other Ohio planners that publish an hourly rate charge less.

Solo practice: one person runs the firm, so you work directly with the planner.
Registered as an adviser: 2022 (4 years).

How the firm is paid: Hourly fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 1.5% a year
Clients: 41
Employees: 1
Works with: Individuals and high net worth individuals
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, and other services
Assets managed: $11,296,657
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 315845
Website: deemasset.com (opens in new tab)
Phone: (330) 685-1975

Can advise clients in 2 states: Maine, Ohio

Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.