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They include 378 high-net-worth individuals, 272 individual clients, and 20 pension and profit-sharing plans.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 10 April 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Koss-Olinger Consulting offer?","answer":"Koss-Olinger Consulting provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, selecting other managers, business succession planning, estate planning, insurance, and tax planning.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Koss-Olinger Consulting charge?","answer":"Koss-Olinger Consulting charges 0.25%–1.00% a year for its Private Client Accounts. The fee is billed in advance, is negotiable and requires an account of at least $2,000,000.","source":"KOSS-OLINGER CONSULTING, LLC FIRM BROCHURE - ADV PART 2A 07.16.2025, filed 31 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Koss-Olinger Consulting use?","answer":"Koss-Olinger Consulting’s separately managed account assets are held at Charles Schwab & Co., Inc. (Orlando, FL), with $1.99B. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 10 April 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Koss-Olinger Consulting have?","answer":"Koss-Olinger Consulting has 18 investment adviser representatives registered with state securities authorities, out of 30 employees, and 15 perform investment advisory functions. 1 employee is a registered representative of a broker-dealer and 6 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Koss-Olinger Consulting invest in?","answer":"At the end of its last fiscal year, Koss-Olinger Consulting’s separately managed accounts held 79% registered funds (mutual funds, ETFs, BDCs), 11% exchange-traded equities, 6% cash and equivalents, 1% non-exchange-traded equities, 1% U.S. government and agency bonds, 1% state and local bonds and 1% investment grade corporate bonds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Does Koss-Olinger Consulting have a minimum investment?","answer":"Yes, Koss-Olinger Consulting’s minimum account size for its Private Client Accounts is $2M.","source":"KOSS-OLINGER CONSULTING, LLC FIRM BROCHURE - ADV PART 2A 07.16.2025, filed 31 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Who owns Koss-Olinger Consulting?","answer":"Koss-Olinger Consulting’s direct owners are Kirk Klein, William Rossi and Brian Watson, each holding 50% or less.","source":"Form ADV Part 1A, Schedules A and B, filed 10 April 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Koss-Olinger Consulting get paid?","answer":"Koss-Olinger Consulting is paid through a percentage of assets under management and fixed fees. 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