Demland Wealth LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 12, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$200/hr

“In the event of early termination before the upfront fee has been earned, the fee will be prorated; any prepaid but unearned fees will be refunded, or unpaid earned fees will be billed. ●​ Hourly Financial Planning - Financial Planning engagements are offered at the rate of $200 per hour.”

Flat or project fee

$500⁠-⁠$15,000

“Financial Planning ●​ Ongoing Financial Planning - Ongoing Financial Planning consists of an upfront charge of $500 $15,000 and an ongoing annual fee of $12,000.00.”

Annual fee

$12,000/yr

From the same sentence as above.

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Demland Wealth LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Accounts initiated during a billing period will be charged a prorated fee based on the amount of time remaining in the billing period.”
• “An account may be terminated with written notice at least 30 calendar days in advance.”
• “Since fees are paid in arrears, no refund will be needed upon termination of the account.”

How Demland Wealth LLC’s fees compare

• Its hourly rate of $200 is below the Ohio median of $250. 23% of the 219 other Ohio planners that publish an hourly rate charge less.
• Its flat or project fee of $500-$15,000 spans the Ohio median of $3,250. 83% of the 199 other Ohio planners that publish a flat or project fee charge less.
• Its annual fee of $12,000 is above the Ohio median of $5,000. 71% of the 79 other Ohio planners that publish an annual fee charge less.

About Demland Wealth LLC

• Principal: Jason T. Demland
• Firm size: 2 employees.
• Credentials named in the brochure: CFP® and CPA.
• Registered as an adviser: 2022 (4 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning
• Business owners
• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.5% a year

Clients

103

Employees

2

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and portfolio management for businesses and institutions

Assets managed

$30,562,260

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

319002

Website

demlandwealth.com (opens in new tab)

Phone

(419) 990-7526

Can advise clients in 2 states: Indiana, Ohio

Other planners in Defiance that publish fees

• Blue Jay Financial Group, LLCDefiance$250/hr, $250⁠-⁠$15,000
• 1TaxfinancialCincinnati$300/hr
• Aan Wealth Advisors LLCCanton$250/hr
• Access Wealth Group, LLCDublin$150⁠-⁠$400/hr
• Accountable Financial Planning LLCWesterville$200/hr, $2,500/yr
• Adams and Co Financial ServicesCincinnati$500⁠-⁠$2,500

Compare all 564 planners in Ohio