PlannerFees

Kosmin Wealth Management fees and pricing

Financial planner in Beachwood, Ohio. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated March 19, 2026, Kosmin Wealth Management charges $150 an hour and a flat or project fee of $300⁠-⁠$3,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 19, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$150/hr
“Our hourly charge is $150 per hour.”
Flat or project fee
$300⁠-⁠$3,000
“For new clients, fixed fee rates vary from $300 to $3,000 for an initial financial plan.”

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

How Kosmin Wealth Management bills

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

  • “Fees are negotiable, and will depend on the anticipated complexity of your plan.”
  • “One half of the estimated total fee for the financial plan is due at the time the agreement is signed and the remainder upon completion.”
  • “Should you terminate the agreement within five days of signing, you will receive a complete refund of your pre-paid fees.”

How Kosmin Wealth Management’s fees compare

  • Its hourly rate of $150 is below the Ohio median of $250. 8% of the 219 other Ohio planners that publish an hourly rate charge less.
  • Its flat or project fee of $300-$3,000 is below the Ohio median of $3,250. 24% of the 199 other Ohio planners that publish a flat or project fee charge less.

About Kosmin Wealth Management

“Kosmin Wealth Management (“We”, the “Adviser” or the "Firm.") offers clients (“You”) investment advisory services including financial planning services, investment management and referrals to a third party unaffiliated investment adviser.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Firm size: 4 employees.
  • Registered as an adviser: 2018 (8 years).

Planning areas mentioned in the brochure

  • Retirement planning

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
2% a year
Minimum
No minimum stated in brochure
Clients
96
Employees
4
Works with
Individuals and high net worth individuals
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers
Assets managed
$17,575,022
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
298138
Phone
(216) 595-1995

Other planners in Beachwood that publish fees

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Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.