Murray Kosmin
Kosmin Wealth Management · Beachwood, Ohio
Murray Kosmin is a fee-only financial advisor at Kosmin Wealth Management in Beachwood, Ohio. Kosmin Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Kosmin Wealth Management |
|---|---|
| Based in | Beachwood, Ohio |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $17.6M across 96 accounts |
| SEC registration | Investment adviser representative in OH · CRD 3127996 |
| Exams passed | Series 63 (2000) · Series 66 (2010) |
| Firm size | 4 employees |
| Disclosures | None reported |
How Murray's firm compares
- Kosmin Wealth Management's average account is about $183,000, from its Form ADV (assets managed divided by 96 accounts).
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Questions about Murray
Is Murray Kosmin a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Murray holds no broker registration, and Kosmin Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Murray charge for financial advice?
Murray's firm, Kosmin Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Murray Kosmin based?
Murray Kosmin is based in Beachwood, Ohio.
Is Murray Kosmin registered with the SEC?
Yes. Murray Kosmin is registered as an investment adviser representative in OH (CRD 3127996), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Kosmin Wealth Management manage?
Kosmin Wealth Management reports $17.6M across 96 accounts in assets under management.
How do I contact Murray Kosmin?
Contact details aren't on file yet. Search for Kosmin Wealth Management.
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
- 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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