Firm
Cognition Financial
Dublin, Ohio
Fee-only
Cognition Financial at a glance
- One of 337 fee-only firms based in Ohio in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 1 employee and 26 individual clients, 3 of them high net worth.
- Its average account is about $123,000 (assets it manages divided by its 61 accounts).
- Its ongoing planning fee starts at $3,000 a year, in line with the Ohio median of $3,000.
- Its website says it's taking new clients.
Fee-only advisors in Ohio · What fee-only advisors charge in Ohio
Facts
| Based in | Dublin, Ohio |
|---|---|
| Website | cognition.financial |
| Phone | (614) 300-7336 |
Cognition Financial fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $3,000 a year |
|---|---|
| Asset-based fee | 1% a year on the first tier of assets |
| How it charges | Percentage of assets · Ongoing planning fee |
In the firm's words
"Starting at $3,000/year" source
"$0 - $500,000 1.00%" source
"Assets Under Management Annual Advisory Fee" source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $8 million |
| Individual clients | 23 |
| High-net-worth clients | 3 |
| Accounts managed | 61 |
| Employees | 1 |
| Planning clients | 11-25 |
| Financial planning | Offered |
| Form ADV filed | March 27, 2026 |
| SEC record | CRD 330292 |