Kirk Klein
Kirk Klein is a CFP, ChFC-designated registered investment advisor at Koss-Olinger Consulting, LLC., based in Gainesville, FL, with 34 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, Insurance Planning, and 3 more. Their firm serves 679 clients with $2.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.55% |
| $10.0M - $20.0M | 0.45% |
| $20.0M - $50.0M | 0.40% |
| $50.0M - $100.0M | 0.35% |
| $100M+ | 0.30% |
Fees are negotiable or waivable at the firm's discretion. Related family accounts may be consolidated for valuation.
Fee Estimator
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.
Exams
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