Firm
Demland Wealth
Defiance, Ohio
Fee-only
Demland Wealth at a glance
- One of 337 fee-only firms based in Ohio in the Wellspent graph.
- 2 advisors are listed here; 1 of 2 hold the CFP.
- Its Form ADV reports 2 employees and 103 individual clients, 9 of them high net worth.
- Its average account is about $97,000 (assets it manages divided by its 314 accounts).
- Its ongoing planning fee starts at $12,000 a year, above the Ohio median of $3,000.
- Its website says it's taking new clients.
- It works with clients virtually as well as in person.
Fee-only advisors in Ohio · What fee-only advisors charge in Ohio
Facts
| Based in | Defiance, Ohio |
|---|---|
| Website | demlandwealth.com |
| [email protected] | |
| Phone | (419) 374-9728 |
Demland Wealth fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $12,000 a year |
|---|---|
| How it charges | Flat fee · Ongoing planning fee |
In the firm's words
"Twelve thousand dollars a year covers everything we do" source
"ongoing retirement income planning, tax strategy, charitable giving plans, and Biblically Responsible Investing" 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 | $31 million |
| Individual clients | 94 |
| High-net-worth clients | 9 |
| Accounts managed | 314 |
| Employees | 2 |
| Planning clients | 26-50 |
| Financial planning | Offered |
| Form ADV filed | March 12, 2026 |
| SEC record | CRD 319002 |