Alexander Hartzel
Kohmann Bosshard · Akron, Ohio
Alexander Hartzel is a fee-only financial advisor at Kohmann Bosshard in Akron, Ohio. Alexander focuses on retirement planning, estate & legacy planning and tax planning. Kohmann Bosshard reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | Kohmann Bosshard |
|---|---|
| Based in | Akron, Ohio |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $1.12B across 1,735 accounts |
| SEC registration | Investment adviser representative in OH · CRD 8202236 |
| Exams passed | Series 65 (2025) |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | www.kohmannbosshard.com |
| Profile |
How Alexander's firm compares
- Kohmann Bosshard's average account is about $648,000, from its Form ADV (assets managed divided by 1,735 accounts).
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Questions about Alexander
Is Alexander Hartzel a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Alexander holds no broker registration, and Kohmann Bosshard reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Alexander charge for financial advice?
Alexander's firm, Kohmann Bosshard, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Alexander Hartzel based?
Alexander Hartzel is based in Akron, Ohio.
What does Alexander specialize in?
Alexander's specialties include retirement planning, estate & legacy planning and tax planning.
Is Alexander Hartzel registered with the SEC?
Yes. Alexander Hartzel is registered as an investment adviser representative in OH (CRD 8202236), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Kohmann Bosshard manage?
Kohmann Bosshard reports $1.12B across 1,735 accounts in assets under management.
How do I contact Alexander Hartzel?
Through Alexander's website, www.kohmannbosshard.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Kohmann Bosshard website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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