Kohmann Bosshard Financial Services, LLC. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 23, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$500

“The Advisor’s Consultation services which are invoiced on a fixed project rate usually range from $500 per meeting and/or $10,000 or more for annual engagements.”

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

How Kohmann Bosshard Financial Services, LLC. bills

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

• “Where services are initiated at any time other than the beginning of a calendar quarter or month, as applicable, advisory fees will also be prorated.”
• “The Advisor may issue an invoice for partial services if services are terminated prior to the end of a billing period.”
• “Any long-term Consultation engagements will be invoiced quarterly in arrears.”

How Kohmann Bosshard Financial Services, LLC.’s fees compare

• Its flat or project fee of $500 is below the Ohio median of $3,250. 4% of the 199 other Ohio planners that publish a flat or project fee charge less.
• None of the 6 other planners in Akron that publish a flat or project fee charge less.

About Kohmann Bosshard Financial Services, LLC.

• Firm size: 9 employees.
• Registered as an adviser: 2014 (12 years).

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

Clients

475

Employees

9

Works with

Individuals, high net worth individuals, pension and profit sharing plans, charities, and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, selecting other advisers, and other services

Assets managed

$1,124,003,928

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

138851

Website

kohmannbosshard.com (opens in new tab)

Phone

(330) 666-6886

Can advise clients in 6 states: California, Florida, North Carolina, Ohio, Pennsylvania, Texas

Other planners in Akron that publish fees

• Fortifi Capital, LLCAkron$60/hr
• Lyon Capital StrategiesAkron$150/hr
• Paradigm Investment Advisory LLCAkron$1,000⁠-⁠$5,000
• Presper Financial Architects, LLCAkron$150⁠-⁠$350/hr, $1,000⁠-⁠$2,500
• Sand Run Wealth ManagementAkron$250/hr, $1,000⁠-⁠$5,000
• Symphony Financial Services, Inc.Akron$300/hr, $500⁠-⁠$5,000

Compare all 13 planners in Akron