Firm
Kooman & Associates
Altoona, Pennsylvania
Fee-only
Kooman & Associates at a glance
- One of 361 fee-only firms based in Pennsylvania in the Wellspent graph.
- 8 advisors are listed here; 5 of 8 hold the CFP.
- Its Form ADV reports 10 employees and 309 individual clients, 158 of them high net worth.
- Its average account is about $348,000 (assets it manages divided by its 1,596 accounts).
Fee-only advisors in Pennsylvania · What fee-only advisors charge in Pennsylvania
Facts
| Based in | Altoona, Pennsylvania |
|---|---|
| Website | kooman.com |
| Phone | (814) 941-4800 |
Kooman & Associates fees
Kooman & Associates doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Fixed fees |
|---|---|
| Assets managed | $556 million |
| Individual clients | 151 |
| High-net-worth clients | 158 |
| Accounts managed | 1,596 |
| Employees | 10 |
| Planning clients | 251-500 |
| Registered with | The SEC (801-126429) |
| Financial planning | Offered |
| Form ADV filed | August 25, 2026 |
| SEC record | CRD 322163 |