KOSS-OLINGER CONSULTING, LLC.
Gainesville, FL
AUM
$2.23B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
15 advisors
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
352-373-3337
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Retirement Planning advisors in FL, GAINESVILLE
4 advisers found
LENTZ ADVISORS
Gainesville, FL
AUM
$40.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
352-375-5283
MCDAVID & COMPANY WEALTH MANAGEMENT SERVICES
Gainesville, FL
AUM
$28.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
352-373-7505
STRATEGIC ASSET PLANNING
Gainesville, FL
AUM
$41.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
8635213035
Full profileNo website