Kirk Klein is a CFP, ChFC-designated registered investment advisor at Koss-Olinger Consulting, LLC., based in Gainesville, FL, with 33 years of industry experience. Kirk operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 727 clients with $2.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Koss Olinger offers a managed account program called Private Client Accounts. The fee covers investment advisory services and brokerage execution. The annual fee ranges are:
- $1 to $2,000,000: 0.90 – 1.00%
- $2,000,001 to $5,000,000: 0.60 – 0.80%
- $5,000,001 to $10,000,000: 0.45 – 0.55%
- $10,000,001 to $20,000,000: 0.40 – 0.45%
- $20,000,001 to $50,000,000: 0.35 – 0.40%
- $50,000,001 to $100,000,000: 0.30 – 0.35%
- Over $100,000,000: 0.25 – 0.30%
Fees are billed quarterly in advance based on the market value of the client’s account on the last day of the previous quarter. Fees may be negotiable under certain circumstances.
Location
2700-A NW 43rd St, Gainesville, FL, 32606
Get directionsHistory
Regulatory History (2)
Customer Dispute
November 2025Civil
June 2025Other Business Activities
Kirk is a partner in Park Place Partnership, managing an office building and dedicating minimal time. He also serves as a board member for Junior Achievement of Tampa and Oak Hall School, spending a few hours per week and about 10-20% of his time, respectively.
Employment History
Current Registrations
Koss-Olinger Consulting, LLC.
Previous Registrations
Valmark Securities, INC.Broker
Ascend Financial Services, INC.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.