Kohmann Bosshard Financial Services, LLC.

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Client assets under management

$1,006,237,227

Clients

475

46% high-net worth

Advisors

of 9 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

158

Very High

Average account size

$2,118,394

About

Kohmann Bosshard provides fee-based investment management, comprehensive financial planning, retirement plan consulting, selection of independent managers, and project-based consultation to individuals (including high‑net‑worth clients), trusts, estates, charitable organizations, and plan sponsors. Services range from ongoing portfolio management and monitoring to limited-scope consulting engagements and plan‑sponsor advisory.

The firm emphasizes individualized investment advice grounded in strategic asset allocation and a belief in efficient markets, typically implementing diversified portfolios with ETFs and low‑cost mutual funds to limit trading costs and tax impact. Portfolios are actively monitored and rebalanced within target ranges, with the firm able to accept limited discretionary authority and to recommend independent managers where appropriate rather than attempting market timing.

A notable feature of the firm is its scale relative to staff: it manages roughly $1.12 billion in client assets with a small advisory team, producing an unusually high AUM per advisor compared with many peers. Kohmann Bosshard couples that scale with both individualized wealth management and institutional‑style consulting to plan sponsors, and maintains formalized written policies and ongoing compliance oversight tied to its advisory processes.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers Consultation services

Expertise

Wealth management Retirement plans for business owners (SEP, solo 401k) General estate planning guidance College savings (529s, UTMA, etc.) Debt management

Occupation focus

Founder/Business Owner Retired

Fee options

Fixed

Flat fees for consultation services usually range from $500 per meeting and/or $10,000 or more for annual engagements; financial planning flat fees typically range from $250 to $50,000 or more depending on complexity.

Percentage

$0 - $2,000,000: 0.85% annually $2,000,001 - $4,000,000: 0.65% annually $4,000,001+: 0.50% annually

Project-based

Hourly fees vary; used for financial planning and consultation services, exact rates disclosed in agreements.

Other

Account minimum: $500,000 Fee-only: Fixed fees and hourly fees for consultation and financial planning services.

Main office location

Kohmann Bosshard Financial Services, LLC.

3421 Ridgewood Road, Suite 125

Akron OH 44333, United States

Number of offices

Most active in

California · Florida · North Carolina · Ohio · Pennsylvania · Texas

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

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.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Website 330-666-6886

Advisors at this firm

Alexander H

Series 65

Akron, OH

Kohmann Bosshard Financial Services, LLC.

Alexander Hartzel is a financial advisor at Kohmann Bosshard Financial Services, LLC with a Series 65 designation and one year of industry experience. Prior to joining Kohmann Bosshard, he worked at Ernst & Young for three years and has experience in educational roles at Grove City College and Plumstead Christian School. Kohmann Bosshard Financial Services provides fee-based investment management, financial planning, and consulting to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm manages approximately $910.7 million in assets for about 472 clients through a team of four advisors, using a long-term, diversified investment approach focused on strategic asset allocation and low-cost funds.

Wealth management Retirement plans for business owners (SEP, solo 401k) General estate planning guidance College savings (529s, UTMA, etc.) Debt management Founder/Business Owner Retired

Dean K

Series 63

Akron, OH

Kohmann Bosshard Financial Services, LLC.

Dean Kohmann is a financial advisor at Kohmann Bosshard Financial Services, LLC with 25 years of industry experience. He holds a Series 63 designation and has been with Kohmann Bosshard since 2015. Prior to that, he worked at Valmark Securities, Inc. from 2011 to 2022. Kohmann Bosshard Financial Services, LLC provides fee-based investment management, financial planning, and consulting to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm manages approximately $910.7 million in assets for about 472 clients, employing a long-term, individualized investment approach focused on strategic asset allocation and broadly diversified portfolios using ETFs and low-cost mutual funds.

Wealth management Retirement plans for business owners (SEP, solo 401k) General estate planning guidance College savings (529s, UTMA, etc.) Debt management Founder/Business Owner Retired

Cassidy K

Series 65

Akron, OH

Kohmann Bosshard Financial Services, LLC.

Cassidy Kohmann is a financial advisor at Kohmann Bosshard Financial Services, LLC with a Series 65 credential and two years of industry experience. Prior to joining Kohmann Bosshard Financial Services in 2024, Cassidy worked at Ernst & Young from 2022 to 2024. Kohmann Bosshard Financial Services provides fee-based investment management, financial planning, and consulting to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm manages approximately $910.7 million in assets for about 472 clients through a team of four advisors, focusing on individualized, long-term investment strategies using broadly diversified portfolios and low-cost funds.

Wealth management Retirement plans for business owners (SEP, solo 401k) General estate planning guidance College savings (529s, UTMA, etc.) Debt management Founder/Business Owner Retired

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