# Jason Demland

> Jason Demland is a fee-only financial advisor at Demland Wealth in Defiance, Ohio, who holds the CFP credential. Jason charges a flat fee or retainer and an ongoing planning fee (ongoing planning from $12,000 a year) and focuses on tax planning, retirement planning and flat-fee planning.

Page: https://find.wellspent.co/advisors/jason-demland/
Built from public directory listings; last checked October 28, 2026.

## Facts

- **Firm:** Demland Wealth
- **Based in:** Defiance, Ohio
- **Fee model:** Flat fee or retainer; Ongoing planning fee
- **Fees (firm's website):** ongoing planning from $12,000 a year
- **Works virtually:** Yes (firm's website)
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $30.6M across 314 accounts
- **Credentials:** CFP
- **Specialties:** Tax planning, Retirement planning, Flat-fee planning, Sustainable & impact investing
- **Works with:** Pre-retirees, Retirees
- **CRD:** 6183475 (https://adviserinfo.sec.gov/individual/summary/6183475)
- **SEC registration:** Investment adviser representative in IN, OH
- **Exams passed:** Series 63 (2013), Series 66 (2014)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** https://demlandwealth.com

## Frequently asked questions

### Is Jason Demland a fee-only financial advisor?

Yes. Jason Demland is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Jason's firm.

### How does Jason Demland charge for financial advice?

Jason Demland charges a flat fee or retainer and an ongoing planning fee.

### How much does Jason Demland charge?

According to Demland Wealth's website, checked October 28, 2026: ongoing planning from $12,000 a year.

### Does Jason Demland work with clients virtually?

Yes. Demland Wealth says on its website that it works with clients remotely.

### Where is Jason Demland based?

Jason Demland is based in Defiance, Ohio.

### What does Jason Demland specialize in?

Jason Demland's specialties include tax planning, retirement planning, flat-fee planning and sustainable & impact investing. Jason works with pre-retirees and retirees.

### What credentials does Jason Demland hold?

Jason Demland holds the CFP credential.

### Is Jason Demland registered with the SEC?

Yes. Jason Demland is registered as an investment adviser representative in IN and OH (CRD 6183475), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Demland Wealth manage?

Demland Wealth reports $30.6M across 314 accounts in assets under management.

### How do I contact Jason Demland?

Through Jason Demland's website, demlandwealth.com.

## Sources

- XY Planning Network directory listing (https://www.xyplanningnetwork.com/find-an-advisor/jason-demland-11221): XYPN members are fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://demlandwealth.com/): specialties, clients served, and fees, checked October 28, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.