# Jason Marsh

> Jason Marsh is a fee-only financial advisor at Cognition Financial in Dublin, Ohio. Jason charges a percentage of assets and an ongoing planning fee (ongoing planning from $3,000 a year and 1% a year on the first tier of assets managed) and focuses on small business owners, founders (pre-exit) and equity compensation.

Page: https://find.wellspent.co/advisors/jason-marsh/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Cognition Financial
- **Based in:** Dublin, Ohio
- **Fee model:** Percentage of assets; Ongoing planning fee
- **Fees (firm's website):** ongoing planning from $3,000 a year; 1% a year on the first tier of assets managed
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $7.5M across 61 accounts
- **Specialties:** Small business owners, Founders (pre-exit), Equity compensation, Tax planning, Estate & legacy planning, Retirement planning
- **Works with:** Founders
- **CRD:** 7566155 (https://adviserinfo.sec.gov/individual/summary/7566155)
- **SEC registration:** Investment adviser representative in OH, SC
- **Exams passed:** Series 66 (2023)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://cognition.financial

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: Jason holds no broker registration, and Cognition Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Jason charge for financial advice?

Jason charges a percentage of assets and an ongoing planning fee.

### How much does Jason charge?

According to Cognition Financial's website, checked October 30, 2026: ongoing planning from $3,000 a year; 1% a year on the first tier of assets managed.

### Where is Jason Marsh based?

Jason Marsh is based in Dublin, Ohio.

### What does Jason specialize in?

Jason's specialties include small business owners, founders (pre-exit), equity compensation, tax planning, estate & legacy planning and retirement planning. Jason works with founders.

### Is Jason Marsh registered with the SEC?

Yes. Jason Marsh is registered as an investment adviser representative in OH and SC (CRD 7566155), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Cognition Financial manage?

Cognition Financial reports $7.5M across 61 accounts in assets under management.

### How do I contact Jason Marsh?

Through Jason's website, cognition.financial.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7566155): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.cognition.financial/): specialties, clients served, and fees, checked October 30, 2026

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