Jason Marsh
Cognition Financial · Dublin, Ohio
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.
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Specialties
Who they serve
- Founders
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 |
| Assets under management | $7.5M across 61 accounts |
| SEC registration | Investment adviser representative in OH, SC · CRD 7566155 |
| Exams passed | Series 66 (2023) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | cognition.financial |
| Profile |
How Jason's firm compares
- Ongoing planning starts at $3,000 a year, in line with the Ohio median of $3,000 for fee-only firms that publish prices.
- Cognition Financial's average account is about $123,000, from its Form ADV (assets managed divided by 61 accounts).
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Questions about Jason
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- Cognition Financial website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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