Darin Koss
Advisor at Tower Wealth Partners
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Tower Wealth Partners
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Lewisburg, PA 17837
Credentials
Series 63, Series 65
Industry experience
33 years
Darin Koss is a financial advisor with Tower Wealth Partners in Lewisburg, PA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His prior roles include positions at Raymond James Financial Services and J Alden Associates. He is also the founder and owner of Koss Financial Group, a support company unrelated to investment advisory services. Tower Wealth Partners provides wealth management, investment management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm employs a customized investment approach using diversified portfolios and offers ERISA retirement-plan services, managing approximately $350 million for about 683 clients.
Based on Tower Wealth Partners
Based on Tower Wealth Partners
Negotiated fixed fees for financial planning services based on expected hours
$0 - $249,999: 1.75% annually $250,000 - $999,999: 1.50% annually $1,000,000 - $2,999,999: 1.25% annually $3,000,000 - $4,999,999: 1.00% annually $5,000,000+: 0.75% annually
Up to $300 per hour for financial planning services
1000 Market Street
Lewisburg, PA 17837
Florida · Pennsylvania · Texas
J Alden Associates, Inc
2020 - 2025 (5 years)
Tower Wealth Partners, Inc.
2020 - Present (6 years)
Koss Financial Group
2016 - Present (10 years)
Raymond James Financial Services Advisors Inc
2015 - 2020 (5 years)
Raymond James Financial Services, Inc.
2015 - 2020 (5 years)
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Is not active or affiliated with:
Insurance agent
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
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Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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