BH
CFA
BH
CFA

Brandon David Hord

5 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 Street, 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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Employment History
Current Registrations
Koss-Olinger Consulting, LLC.
December 2021 - Present · 4 yrs 2 mos
Previous Registrations
Valmark Securities, INC.Broker
January 2020 - December 2024 · 4 yrs 11 mos
State Registrations1 state
FL
Advisor
Exams
No exam information available for this advisor.