K
Kosmin Wealth Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$17,575,022
Clients
96
17% high-net worth
Advisors
1
of 4 employees
Firm type
Supported
1-3 advisors or $200M+ in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
96
HighAverage account size
$183,073
About
Kosmin Wealth Management provides investment advisory and financial planning services to individual and high-net-worth clients, offering portfolio management, written financial plans, and referrals to third‑party money managers. The firm also offers tax services through an affiliated corporation that predated its advisory business and accepts both discretionary and non‑discretionary accounts without a firm account minimum.
The firm follows a risk‑oriented, asset‑allocation approach that emphasizes diversified mutual funds and exchange‑traded funds, using Morningstar analyses to inform portfolio construction and conducting reviews at least annually. It typically seeks discretionary authority for day‑to‑day trading, recommends a single independent custodian for custody and execution, and may combine client orders into block trades when appropriate.
Noteworthy distinctions include the integration of tax services via a related corporate entity and ongoing compensated relationships with a retirement plan administrator, along with the firm’s practice of acting as a solicitor for unaffiliated third‑party advisers and receiving referral compensation—conflicts the firm discloses. Advisory representatives are also licensed insurance agents who may earn commissions on insurance products, the firm does not accept performance‑based fees, and it does not vote client proxies (clients receive proxy materials directly).
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Expertise
General retirement planning
Fee options
$300 to $3,000 for an initial financial plan (negotiable)
Up to 2% annually (negotiable)
$150 per hour
Main office location
Kosmin Wealth Management
23811 Chagrin Blvd, Suite 100
Beachwood OH 44122, United States
Number of offices
1
Most active in
Kosmin Wealth Management has reported serving >5 clients in these states in the last 12 months.
Ohio
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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