Name

Kohmann Bosshard Financial Services

Legal name

Kohmann Bosshard Financial Services, LLC

Website

https://kohmannbosshard.com

Company type

Private

Founded year

2006

Operating status

Operating

Headcount range

11–50 employees

Ownership category

akta.pro rank

Product category

Wealth Management and Financial Advisory

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Financial Planning–Led RIAs (FSAAACAB)

akta.pro secondary industries

Comprehensive Financial Planning (FSAEAAAA), Employer Retirement Plan Advisory (401(k)/Pension) (FSAEABAE), Advisory Portfolio Management (Non-Discretionary) (FSAAABAD)

Keywords

• Investment management services
• Financial planning services
• Wealth management advisory
• Retirement plan consulting
• Estate planning services

Headquarters

HQ city

Akron

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Technology or R&D, Operations, Marketing or Sales, Others

Revenue model

1. Investment Advisory Services: SEC Registered Investment Advisor providing ongoing investment management services, likely charged as a percentage of assets under management (AUM), which is standard for registered investment advisors.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels3 records

Core offering

Kohmann Bosshard Financial Services is an SEC Registered Investment Advisor providing personalized wealth management and financial planning to high-net-worth individuals with at least $500,000 in investable assets. The firm delivers ongoing investment management using a disciplined index fund and ETF-based approach with tax-smart asset location, complemented by comprehensive financial planning covering tax, retirement, estate, education, charitable giving, and insurance needs. It also offers employer retirement plan consulting for businesses.

Product overview

Kohmann Bosshard Financial Services operates as a unified wealth management and financial planning platform offering two interconnected core service lines: Investment Management and Financial Planning. The Investment Management service provides ongoing portfolio management with a focus on broadly diversified index funds and ETFs, asset allocation, tax-smart asset location, and rebalancing. The Financial Planning service addresses comprehensive needs including tax planning, retirement planning, estate planning, education planning, charitable giving, and insurance analysis. These core services are supported by portfolio performance tracking and reporting tools, a secure client portal for account access, and employer retirement plan consulting. The company emphasizes a disciplined, structured approach to investment decisions, positioning the platform as a holistic wealth management solution rather than a modular product suite.

Differentiator

Problem solved

Functional benefit

Products and services

• Investment Management Ongoing portfolio management service for high-net-worth individuals focusing on asset allocation, index fund and ETF selection, tax-smart asset location, rebalancing, and performance tracking, aligned with client financial goals and risk tolerance.
• Financial Planning Comprehensive financial planning for high-net-worth clients covering tax planning, retirement planning, estate planning, education planning, charitable giving strategies, and insurance analysis to address all aspects of clients' financial lives.
• Employer Retirement Plan Consulting Consulting services for company retirement plans, providing professional investment management and guidance for businesses seeking to administer employee benefit programs.
• Personalized Advisory Service White-glove wealth management service with a dedicated advisor providing proactive solutions, seamless portfolio oversight, and personalized support for each client.

Quantifiable outcome

• Portfolio management with focus on tax efficiency through tax-smart asset location
• +1 more outcomes

Named customers4 records

Segments4 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration3 records

Feature3 records

Partnerships

Three partnerships are on record, tiered core.

• SchwabcoreTechnology or IntegrationSchwab serves as the custodian for client assets, providing additional services that enhance the firm's value proposition. This partnership ensures secure asset custody and access to Schwab's institutional platform.
• eMoneycoreTechnology or IntegrationeMoney provides comprehensive financial planning and management platform enabling clients to track net worth, manage budgets, and monitor financial goals in one secure location.
• TamaraccoreTechnology or IntegrationTamarac provides performance reporting tools allowing clients to stay updated on investment performance and asset allocation through Kohmann Bosshard's dedicated portal.

Scale indicators2 records

Recent moves5 records

Expansion highlights4 records

Broad incumbents

• Edelman Financial Engines: National RIA combining financial planning with employer-sponsored retirement plan services. Overlaps on retirement plan consulting and HNW financial planning but at substantially greater scale.
• Fisher Investments: Large asset manager serving HNW and institutional clients with actively managed portfolios. Adjacent rather than direct competitor, with different investment approach but overlapping HNW target market.
• Carson Group: Large wealth management firm offering advisory, planning, and business coaching services across a national advisor network. Provides overlapping capabilities but as a broader platform rather than a local RIA.
• Cambridge Investment Research: Independent broker-dealer and RIA platform supporting thousands of financial advisors nationwide. Provides wealth management infrastructure that overlaps with Kohmann Bosshard's service model.

Direct peers

• Buckingham Strategic Wealth: RIA built around evidence-based, low-cost index fund portfolio management and comprehensive financial planning for HNW clients. Near-identical investment philosophy and service architecture.
• Mariner Wealth Advisors: National RIA providing comprehensive financial planning, tax, estate, and investment management to HNW households. Closely comparable in service breadth and fiduciary-led model, though operating at much greater scale.
• Creative Planning: Large independent RIA delivering comprehensive wealth management, financial planning, and tax services to HNW clients. Shares the fiduciary, fee-based, planning-led positioning and indexed portfolio approach.
• Sequoia Financial Group: Akron, Ohio-based RIA offering comprehensive wealth management, financial planning, and retirement plan services to HNW individuals and institutions. Most geographically proximate competitor with near-identical service mix and target clientele.
• Moneta Group: Independent RIA offering fee-only financial planning, investment management, and retirement plan services to HNW families. Comparable in fiduciary model, planning-led approach, and HNW focus.

Emerging players

• Facet Wealth: Digital-first RIA providing flat-fee financial planning and investment management to mass-affluent and emerging-HNW clients. Competes on accessibility and pricing rather than white-glove service.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks6 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/kohmann-bosshard

Compliance3 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles9 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Kohmann Bosshard Financial Services