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CFP
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CFP

Brian Watson

Koss-Olinger Consulting, LLC.
27 Years of Experience
Gainesville, FL
2 Disclosures
View SEC Summary
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Brian Watson is a CFP-designated registered investment advisor at Koss-Olinger Consulting, LLC., based in Gainesville, FL, with 27 years of industry experience. Brian 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.

Koss-Olinger Consulting, LLC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
19 advisors
Number of Clients
679 clients
Average Client Portfolio
$3.3M average
Assets Under Management
$2.2B

Fee Structure

Minimum Investment:$2M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $2.0M1.00%
$2.0M - $5.0M0.80%
$5.0M - $10.0M0.55%
$10.0M - $20.0M0.45%
$20.0M - $50.0M0.40%
$50.0M - $100.0M0.35%
$100M+0.30%

Fees are negotiable or waivable at the firm's discretion. Related family accounts may be consolidated for valuation.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

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

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
November 2025
Pending
Civil
June 2025
Pending
View Full SEC ReportHow to Read Disclosures
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 · 26 yrs 1 mo
Previous Registrations
Valmark Securities, INC.Broker
February 1999 - February 2025 · 26 yrs
State Registrations2 states
FLSC
Advisor

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
No exam information available for this advisor.
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