Jason Demland
Demland Wealth · Defiance, Ohio
Jason Demland is a fee-only financial advisor at Demland Wealth in Defiance, Ohio, who holds the CFP credential.
- $12,000
- Ongoing planning, per year, from
- $31M
- Firm assets managed
- $97,000
- Firm's average account
- 2013
- First securities exam
What Jason focuses on
Who Jason works with
- Pre-retirees
- Retirees
How does Jason's firm compare?
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Ongoing planning starts at $12,000 a year, above the Ohio median of $3,000 for fee-only firms that publish prices.
-
Demland Wealth's average account is about $97,000, from its Form ADV (assets managed divided by 314 accounts).
Questions about Jason
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
The full record
| 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 |
| Accepting new clients | Yes |
| Assets under management | $30.6M across 314 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in IN, OH · CRD 6183475 |
| Exams passed | Series 63 (2013) · Series 66 (2014) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | demlandwealth.com |
| Profile |
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Other fee-only advisors in Defiance
Other advisors in Ohio who focus on tax planning
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- Demland Wealth website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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