Jason Taylor Demland
Advisor at Demland Wealth LLC — Defiance, OH
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
CFP®, EA
Experience Industry experience
13 years
Location
Defiance, OH 43512
Demland Wealth LLC
Supported
Total advisors
2Clients per advisor
52 TypicalAvg AUM per client
$296,721 Very LowHNW client ratio
9% LowDemland Wealth is a flat-fee, fee-only fiduciary firm helping Christians retire well and give generously. We serve Christian households who are retired or within five years of retirement — typically with $1 million or more in investable assets — combining retirement income planning, proactive year-round tax strategy, charitable giving, and Biblically Responsible Investing into one comprehensive plan.
Our team holds the CFP®, Certified Kingdom Advisor® (CKA®), and Enrolled Agent (EA) credentials, so tax planning is a core competency, not an afterthought. Clients pay one transparent flat annual fee that doesn't increase as their portfolio grows — no commissions, no product sales, no conflicts of interest.
Based in Defiance, Ohio, we work virtually with families across the country. A lot of advisors try to be all things to all people — we don't. Our expertise is helping Christian families make the most of what God has entrusted to them, before and during retirement.
1.50% < 1 Million
$12000.00
$200+/mo
AUM fees offset planning fees. Any AUM in excess of 1 million will be billed at .3%.
Defiance, OH
1125 Ralston Ave.
Defiance OH 43512
Advisors at this office
2
Indiana · Ohio
13 years of industry experience
Demland Wealth LLC
2022 - Present • 4 years
Defiance, OH
Blue Jay Financial Group, LLC
2018 - 2022 • 4 years
Defiance, OH
Cetera Advisors LLC
2015 - 2018 • 3 years
Denver, CO
FIFTH THIRD SECURITIES, Inc.
2014 - 2015 • 1 year
Defiance, OH
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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