WR
CFP · ChFC
WR
CFP · ChFC

William James Rossi

28 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningBusiness OwnersHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
15 advisors
Number of Clients
727 clients
Average Client Portfolio
$2.9M average
Assets Under Management
$2.1B

Fee Structure

Minimum Investment:$2M
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Location

2700-A NW 43rd St, Gainesville, FL, 32606

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

William is a partner in Park Place Partnership managing real estate, a board member of Tylers Hope, and a member of Blue Sapphire Management, LLC and Bossi LLC involved in real estate investment. He also serves as a Director at Large for the Community Foundation of North Central Florida.

Employment History
Current Registrations
Koss-Olinger Consulting, LLC.
July 1998 - Present · 27 yrs 7 mos
Previous Registrations
Valmark Securities, INC.Broker
August 2000 - February 2025 · 24 yrs 6 mos
Raymond James Financial Services, INC.Broker
July 1997 - August 2000 · 3 yrs 1 mo
State Registrations2 states
FLSC
Advisor
Exams
No exam information available for this advisor.