A complete list of active advisors currently associated with Kosmin Wealth Management
Warmer can help you find a great advisor at Kosmin Wealth Management or one who fits your needs even better.
Kosmin Wealth Management provides investment advisory and financial planning services to individual and high-net-worth clients, offering portfolio management, written financial plans, and referrals to third‑party money managers. The firm also offers tax services through an affiliated corporation that predated its advisory business and accepts both discretionary and non‑discretionary accounts without a firm account minimum. The firm follows a risk‑oriented, asset‑allocation approach that emphasizes diversified mutual funds and exchange‑traded funds, using Morningstar analyses to inform portfolio construction and conducting reviews at least annually. It typically seeks discretionary authority for day‑to‑day trading, recommends a single independent custodian for custody and execution, and may combine client orders into block trades when appropriate. Noteworthy distinctions include the integration of tax services via a related corporate entity and ongoing compensated relationships with a retirement plan administrator, along with the firm’s practice of acting as a solicitor for unaffiliated third‑party advisers and receiving referral compensation—conflicts the firm discloses. Advisory representatives are also licensed insurance agents who may earn commissions on insurance products, the firm does not accept performance‑based fees, and it does not vote client proxies (clients receive proxy materials directly).
To learn more about the advisors currently working at Kosmin Wealth Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Beachwood, OH
| 27
|
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")