Kevin Coholan
Demming Financial Services · Aurora, Ohio
Kevin Coholan is a fee-only financial advisor at Demming Financial Services in Aurora, Ohio, who holds the CFP credential. Kevin charges a percentage of assets, an ongoing planning fee and hourly fees (ongoing planning from $500 a year and 0.85% a year on the first tier of assets managed).
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Who they serve
- Founders
- Executives
- Physicians
- Retirees
- Divorced individuals
Facts
| Firm | Demming Financial Services |
|---|---|
| Based in | Aurora, Ohio |
| Fee model | Percentage of assets · Ongoing planning fee · Hourly |
| Fees (firm's website) | Ongoing planning from $500 a year · 0.85% a year on the first tier of assets managed |
| Accepting new clients | Yes |
| Assets under management | $765.9M across 2,607 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in OH · CRD 6874353 |
| Firm size | 11 employees |
| Disclosures | None reported |
| Website | www.demmingfinancial.com |
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Questions about Kevin
Is Kevin Coholan a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Kevin holds no broker registration, and Demming Financial Services reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Kevin charge for financial advice?
Kevin charges a percentage of assets, an ongoing planning fee and hourly fees.
How much does Kevin charge?
According to Demming Financial Services's website, checked October 30, 2026: ongoing planning from $500 a year; 0.85% a year on the first tier of assets managed.
Where is Kevin Coholan based?
Kevin Coholan is based in Aurora, Ohio.
What credentials does Kevin Coholan hold?
Kevin Coholan holds the CFP credential.
Is Kevin Coholan registered with the SEC?
Yes. Kevin Coholan is registered as an investment adviser representative in OH (CRD 6874353), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Demming Financial Services manage?
Demming Financial Services reports $765.9M across 2,607 accounts in assets under management.
How do I contact Kevin Coholan?
Through Kevin's website, www.demmingfinancial.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
- Demming Financial Services 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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