Dean Kohmann
Kohmann Bosshard · Akron, Ohio
Dean Kohmann is a fee-only financial advisor at Kohmann Bosshard in Akron, Ohio. Dean 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, TX · CRD 2915507 |
| Exams passed | Series 63 (1999) |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | www.kohmannbosshard.com |
How Dean'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 Dean
Is Dean Kohmann a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Dean 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 Dean charge for financial advice?
Dean's firm, Kohmann Bosshard, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Dean Kohmann based?
Dean Kohmann is based in Akron, Ohio.
What does Dean specialize in?
Dean's specialties include retirement planning, estate & legacy planning and tax planning.
Is Dean Kohmann registered with the SEC?
Yes. Dean Kohmann is registered as an investment adviser representative in OH and TX (CRD 2915507), 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 Dean Kohmann?
Through Dean'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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