KOSS-OLINGER CONSULTING, LLC.
SEC RegisteredYou Never Settled. Don't Start Now.
About the firm
Koss Olinger is a wealth management firm with more than 50 years of experience that reinvented its approach to put clients first. The firm takes on fewer than 15 new high-net-worth families per year and employs a team-based, multi-generational model of advisors.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Wealth management services including business sales, legacy planning, and multi-generational planning through The Wealth Navigator System™, delivered by a team of advisors rather than a single advisor
Who they serve
High-net-worth families, including multiple generations of family members
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 272 | $81M |
| High Net Worth Individuals | 378 | $2.0B |
| Charitable Organizations | 20 | $68M |
| State/Municipal Entities | 4 | — |
7 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
19 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| $1 to $2,000,000 | 0.95% |
| $2,000,001 to $5,000,000 | 0.70% |
| $5,000,001 to $10,000,000 | 0.50% |
| $10,000,001 to $20,000,000 | 0.43% |
| $20,000,001 to $50,000,000 | 0.38% |
| $50,000,001 to $100,000,000 | 0.33% |
| Over $100,000,000 | 0.27% |
Data as of April 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. KOSS-OLINGER CONSULTING, LLC. has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.