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.
11 advisers found
YELLOWSTONE CAPITAL PARTNERS
Gainesville, FL
AUM
$288.6M
Wealth Mgmt
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
+573175102771
TOGETHER PLANNING
Gainesville, FL
AUM
$176.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
352-221-9300
CHACON DIAZ & DI VIRGILIO WEALTH MANAGEMENT, LLC
Gainesville, FL
AUM
$90.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM · Fixed fees +1 more
888-392-8007
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
REVISION WEALTH MANAGEMENT LLC
Gainesville, FL
AUM
$13.0M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +1 more
800-564-8464
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
MAGNA VIS CAPITAL
Gainesville, FL
AUM
$353K
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(941) 914-1551
Full profileNo website
JAMES MOORE WEALTH MANAGEMENT SERVICES, LLC
Gainesville, FL
AUM
—
Team
1 advisors
Clients
0
Fees
SOLICITOR FEE
352-378-1331
Full profileNo website
Full profileNo website