Brian Earl Watson

CFP

Koss-Olinger Consulting, LLC.

26 Years of Experience

2 Disclosures

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate PlanningBusiness OwnersHigh Net Worth

Koss-Olinger Consulting, LLC.

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

Location

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

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History

Regulatory History (2)

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Customer Dispute

June 2025

Pending

Civil

June 2025

Pending

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Other Business Activities

Brian is a partner and owner of Park Place Partnership, managing an office building since 2013, dedicating minimal time. He is also Vice President of Gainesville Soccer Alliance, an uncompensated, non-investment related role, taking minimal time. Brian is also a partner and 21% owner of Koss Olinger Consulting, a wealth management firm.

Employment History

Current Registrations

Koss-Olinger Consulting, LLC.

September 2000 - Present · 25 yrs 5 mos

Previous Registrations

Valmark Securities, INC.Broker

February 1999 - February 2025 · 26 yrs

State Registrations2 states

FLSC

Advisor

Exams

No exam information available for this advisor.