Cassidy Kohmann
Kohmann Bosshard · Akron, Ohio
Cassidy Kohmann is a fee-only financial advisor at Kohmann Bosshard in Akron, Ohio. Cassidy 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 7153468 |
| Exams passed | Series 65 (2025) |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | www.kohmannbosshard.com |
How Cassidy'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 Cassidy
Is Cassidy Kohmann a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Cassidy 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 Cassidy charge for financial advice?
Cassidy's firm, Kohmann Bosshard, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Cassidy Kohmann based?
Cassidy Kohmann is based in Akron, Ohio.
What does Cassidy specialize in?
Cassidy's specialties include retirement planning, estate & legacy planning and tax planning.
Is Cassidy Kohmann registered with the SEC?
Yes. Cassidy Kohmann is registered as an investment adviser representative in OH (CRD 7153468), 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 Cassidy Kohmann?
Through Cassidy'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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