Korhorn Financial Group logo

Korhorn Financial Group

Updated today

Client assets under management

$1,059,310,563

Clients

2,303

19% high-net-worth

Advisors

44

of 113 employees

Firm type

Multi-team

30-300 advisors or >$3B in AUM

Clients per advisor

52

Typical

Average account size

$459,970

About

Korhorn Financial Group provides discretionary investment management and financial planning to individuals (including high‑net‑worth clients), as well as retirement plan sponsors, foundations, and other institutional clients. Services described in the brochure include portfolio management, participation in the SEI Asset Management Program, standalone financial planning and consulting, and retirement plan consulting under ERISA Section 3(21) or 3(38).

The firm works primarily through asset allocation models and model-based portfolio management, using mutual funds and ETFs (including Dimensional funds and defined‑outcome ETFs), allocations to independent managers, and select strategies such as options and short sales where appropriate. Korhorn also supports ongoing monitoring and rebalancing (including quarterly rebalances for SEI accounts), offers client access to the eMoney planning platform, and discloses limited use of AI tools subject to an internal AI policy.

Compared with many multi‑team peers, Korhorn discloses affiliated operating companies for tax/bookkeeping (KFG Tax and Business Services, LLC) and insurance services (KFG Insurance Agency, LLC), and notes that certain representatives are dually registered with a broker‑dealer (Silver Oak Securities). The firm is partly employee‑owned through an ESOP, discloses receipt of third‑party support services from custodians, and indicates use of client testimonials in its advertising materials.

Client services

Financial planning Portfolio management Selection of other advisers Educational seminars or workshops

Expertise

Options & derivatives strategies Private / alternative investments Wealth management Retirement plans for business owners (SEP, solo 401k)

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Fee options

Fixed

Comprehensive financial planning fixed fees generally range from $1,000 to $35,000; retirement plan fixed fees range from $2,500 to $80,000.

Percentage

$0 - $500,000: 1.25% $500,000 - $1,000,000: 1.00% $1,000,000 - $2,000,000: 0.75% $2,000,000 - $5,000,000: 0.50% $5,000,000+: 0.25%

Commissions

Clients may purchase commission products through Silver Oak Securities; commissions vary and may include 12b-1 fees.

Project-based

Single-needs financial planning and consulting services provided on hourly basis between $50 and $400 per hour.

Subscriptions

Comprehensive financial planning and consulting services may be offered on a subscription basis, automatically renewing annually.

Other

Minimum fee: Minimum fee of $250 for single-needs financial planning; may require up to $500 in certain instances. Fee-only: Comprehensive financial planning fees generally range from $1,000 to $35,000 fixed fee; single-needs planning fees range from $50 to $400 per hour.

Main office location

Korhorn Financial Group

6910 North Main Street, Building 16, Unit 41

Granger IN 46530-8855, United States

Number of offices

5

Most active in

Arizona · Arkansas · California · Colorado · Florida · Georgia · Illinois · Indiana · Kansas · Louisiana · Michigan · Minnesota · Missouri · Nebraska · North Carolina · Ohio · Pennsylvania · South Carolina · Tennessee · Texas · Virginia · Washington · Wisconsin

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Thomas F

Series 65

Granger, IN

Korhorn Financial Group

Thomas Fautz is a financial advisor with Korhorn Financial Group in Granger, Indiana, holding a Series 65 designation and six years of industry experience. He has worked with Korhorn Financial Group since 2014 and also provides tax preparation services at KFG Tax & Business Services. Korhorn Financial Group advises individuals, trusts, estates, retirement plans, and charitable organizations on portfolio management, financial planning, and retirement consulting. The firm uses asset-allocation models primarily with mutual funds and ETFs and offers services including independent manager allocations, private funds, and SEI Asset Management accounts.

Options & derivatives strategies Private / alternative investments Wealth management Retirement plans for business owners (SEP, solo 401k)
user avatar

Holden P

CFP®, ChFC®, Series 65

Granger, IN

Korhorn Financial Group

Holden Price is a CFP® and ChFC® with four years of industry experience, currently serving as an advisor at Korhorn Financial Group and KFG Wealth Management LLC. He has held roles at Korhorn Financial Group since 2021, where he assists with day-to-day operations. Korhorn Financial Group serves individuals, trusts, estates, pension and profit-sharing plans, and charitable organizations with discretionary portfolio management, financial planning, and retirement plan consulting. The firm’s investment approach emphasizes asset-allocation models using mutual funds, ETFs, and custom strategies, and it provides both standalone planning engagements and ongoing advisory relationships.

Options & derivatives strategies Private / alternative investments Wealth management Retirement plans for business owners (SEP, solo 401k)
user avatar

Michael F

CFP®, ChFC®, Series 65

Edwardsburg, MI

Korhorn Financial Group

Michael Fritschi is a financial advisor at Korhorn Financial Group with the designations ChFC® and Series 65, and three years of industry experience. He previously worked at Mid-American Screw Products and Elkhart High School before joining Korhorn Financial Group and KFG Wealth Management, LLC in 2022. Korhorn Financial Group advises individuals, trusts, estates, pension and profit-sharing plans, and charitable organizations on discretionary portfolio management, financial planning, and retirement plan consulting. The firm utilizes asset-allocation models focused on mutual funds, ETFs, and custom strategies, and offers both standalone planning and ongoing advisory relationships.

Options & derivatives strategies Private / alternative investments Wealth management Retirement plans for business owners (SEP, solo 401k)
user avatar

Benjamin C

CFP®, Series 65

Granger, IN

Korhorn Financial Group

Benjamin Chambers is a CFP® with six years of industry experience, currently serving as an advisor at Korhorn Financial Group. He has been with the firm and its affiliated KFG Wealth Management LLC since 2019. Chambers also works as a tax preparer at KFG Tax & Business Services during tax season. Korhorn Financial Group advises individuals, trusts, estates, pension and profit-sharing plans, and charitable organizations on discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs asset-allocation models using mutual funds, ETFs, and custom strategies, and offers services including ERISA plan consulting, independent manager allocations, and consolidated reporting through the eMoney platform.

Options & derivatives strategies Private / alternative investments Wealth management Retirement plans for business owners (SEP, solo 401k)
user avatar

Andrew D

Series 65

Granger, IN

Korhorn Financial Group

Andrew Daigneau is a financial advisor with Korhorn Financial Group in Granger, IN. He holds a Series 65 credential and has one year of industry experience. Outside of his advisory role, he works as an event coordinator for the Leaving Legacies Foundation and as a sales representative for Tactial Energy Group, both non-investment activities. Korhorn Financial Group advises individuals, trusts, estates, pension and profit-sharing plans, and charitable organizations on discretionary portfolio management, financial planning, and retirement plan consulting. The firm’s investment approach emphasizes asset allocation primarily through mutual funds and ETFs, with the use of independent managers, private funds, and custom strategies where appropriate.

Options & derivatives strategies Private / alternative investments Wealth management Retirement plans for business owners (SEP, solo 401k)
user avatar

William M

CFP®, ChFC®, Series 66

Granger, IN

Korhorn Financial Group

William Mock is a CFP® and ChFC® with 23 years of industry experience. He is currently with Korhorn Financial Group, where he has worked since 2013, and previously spent six years at Silver Oak Securities Inc. Outside of his advisory role, he serves as treasurer for both a local homeowners association and a nonprofit swim club. Korhorn Financial Group advises individuals, trusts, estates, pension and profit-sharing plans, and charitable organizations on discretionary portfolio management and financial planning. The firm employs asset-allocation models using mutual funds, ETFs, and custom strategies, and offers services including ERISA plan consulting and consolidated client reporting.

Options & derivatives strategies Private / alternative investments Wealth management Retirement plans for business owners (SEP, solo 401k)
user avatar

Fredrick A

Series 66

Granger, IN

Korhorn Financial Group

Fredrick Anderson is a financial advisor with Korhorn Financial Group in Bremen, Indiana, holding a Series 66 designation and 23 years of industry experience. He has worked at KFG Wealth Management, LLC since 2011 and previously at Securities America Inc. from 2010 to 2016. Outside of financial advising, Anderson is a CPA and co-owner of a tax preparation firm, F. Anderson & Co. PC, where he is involved in tax preparation and business management. Korhorn Financial Group advises individuals, trusts, estates, pension and profit-sharing plans, and charitable organizations on discretionary portfolio management, financial planning, and retirement plan consulting. The firm’s investment approach emphasizes asset allocation using mutual funds and ETFs, including specialized funds and custom strategies, and serves clients through both standalone planning and ongoing advisory relationships.

Options & derivatives strategies Private / alternative investments Wealth management Retirement plans for business owners (SEP, solo 401k)
user avatar

Joshua F

CFP®, Series 65

Granger, IN

Korhorn Financial Group

Joshua Fritzke is a CFP® with four years of industry experience, currently with Korhorn Financial Group in Granger, IN. He has been with Korhorn Financial Group and its affiliated entities, including KFG Wealth Management LLC and Silver Oak Securities, since 2021. Prior to this, his work history includes roles at DZ Atlantic Group and other firms. Korhorn Financial Group advises individuals, trusts, estates, pension and profit-sharing plans, and charitable organizations, offering discretionary portfolio management, financial planning, and retirement plan consulting. The firm’s investment approach emphasizes asset allocation primarily through mutual funds and ETFs, including Dimensional funds and Innovator Defined Outcome ETFs, and incorporates independent managers and private funds when appropriate.

Options & derivatives strategies Private / alternative investments Wealth management Retirement plans for business owners (SEP, solo 401k)
user avatar

Jared M

CFP®, Series 66

Granger, IN

Korhorn Financial Group

Jared Miller is a financial advisor at Korhorn Financial Group with 11 years of industry experience. He holds the CFP® designation and the Series 66 license. His prior experience includes roles at Avantax Advisory Services, Loucks Wealth Management, and Harbour Investments, among others. Jared is also a licensed real estate agent, representing buyers and sellers in real estate transactions and conducting market analysis. Korhorn Financial Group advises individuals, trusts, estates, pension and profit-sharing plans, and charitable organizations on discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs asset-allocation models using mutual funds and ETFs, offers independent manager and private fund allocations, and provides integrated tax and insurance services through affiliated entities.

Options & derivatives strategies Private / alternative investments Wealth management Retirement plans for business owners (SEP, solo 401k)
user avatar

Rachel S

Series 65

Granger, IN

Korhorn Financial Group

Rachel Sarber Fritschi is a financial advisor at Korhorn Financial Group with three years of industry experience. She holds a Series 65 designation and has worked at KFG Wealth Management, LLC and Korhorn Financial Group since 2022. Prior to her advisory career, she was employed by Elkhart Community Schools and Indiana University South Bend. Korhorn Financial Group advises individuals, trusts, estates, pension and profit-sharing plans, and charitable organizations on discretionary portfolio management, financial planning, and retirement plan consulting. The firm’s investment approach emphasizes asset allocation using mutual funds, ETFs, and custom strategies, and it provides both standalone planning and ongoing advisory relationships.

Options & derivatives strategies Private / alternative investments Wealth management Retirement plans for business owners (SEP, solo 401k)
user avatar

Benjamin B

Series 65

Granger, IN

Korhorn Financial Group

Benjamin Bulgrien is a financial advisor at Korhorn Financial Group with two years of industry experience. He holds a Series 65 designation and has worked at KFG Wealth Management, LLC and Korhorn Financial Group, Inc since 2022. Prior to his advisory career, he held roles in marketing, automotive sales, education, and church ministry. Korhorn Financial Group serves individuals, trusts, estates, pension and profit-sharing plans, and charitable organizations, offering discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs asset-allocation models primarily using mutual funds and ETFs, including Dimensional funds and Innovator Defined Outcome ETFs, and provides services such as SEI Asset Management accounts and consolidated client reporting through the eMoney platform.

Options & derivatives strategies Private / alternative investments Wealth management Retirement plans for business owners (SEP, solo 401k)
user avatar

Kimberly P

Series 65

Granger, IN

Korhorn Financial Group

Kimberly Polsgrove is a financial advisor with Korhorn Financial Group holding a Series 65 credential and three years of industry experience. She has worked with Korhorn Financial Group and KFG Wealth Management since 2021. Prior to her advisory career, she was employed at Eastern Nazarene College and Atlas Communications (Hewlett-Packard). Korhorn Financial Group advises individuals, trusts, estates, pension and profit-sharing plans, and charitable organizations on discretionary portfolio management, financial planning, and retirement plan consulting. The firm’s investment approach focuses on asset allocation using mutual funds, ETFs, and custom strategies, and it also provides services including SEI Asset Management accounts and plan sponsor advice under ERISA.

Options & derivatives strategies Private / alternative investments Wealth management Retirement plans for business owners (SEP, solo 401k)
user avatar

James B

Series 65

Granger, IN

Korhorn Financial Group

James Baklashev is a financial advisor with Korhorn Financial Group and holds a Series 65 designation. He has one year of industry experience, previously working at KFG Wealth Management, LLC and Korhorn Financial Group, Inc. Prior to his advisory career, he was employed at Rullis Italian Ristorante for three years. Korhorn Financial Group advises individuals, trusts, estates, pension and profit-sharing plans, and charitable organizations on discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs asset-allocation models primarily using mutual funds and ETFs, and offers services including independent manager allocations, SEI Asset Management accounts, and consolidated client reporting via the eMoney platform.

Options & derivatives strategies Private / alternative investments Wealth management Retirement plans for business owners (SEP, solo 401k)
user avatar

Anthony N

Series 63, Series 65

Granger, IN

Korhorn Financial Group

Anthony Navarro is a financial advisor at Nomadic Wealth with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Korhorn Financial Group, Inc. and HR Block. Outside of advisory services, Navarro is a licensed independent insurance agent through Nomadic Insurance, LLC. Nomadic Wealth provides financial planning, discretionary investment management, and retirement-plan advisory services to individuals, some high-net-worth clients, corporations, and qualified retirement plans. The firm emphasizes long-term, passive asset allocation using low-cost index funds and ETFs, supported by a digital sub-advisory platform and an affiliated insurance business.

Options & derivatives strategies Private / alternative investments Wealth management Retirement plans for business owners (SEP, solo 401k)
user avatar

Lindsey T

Series 65

Granger, IN

Korhorn Financial Group

Lindsey Taylor is a Series 65-credentialed advisor with Korhorn Financial Group in Granger, IN. The firm provides discretionary investment management and financial planning services to individuals, retirement plan sponsors, foundations, and institutional clients. Korhorn Financial Group employs asset allocation models and model-based portfolio management using mutual funds, ETFs, and select strategies, with additional support through technology platforms and monitoring services.

Options & derivatives strategies Private / alternative investments Wealth management Retirement plans for business owners (SEP, solo 401k)
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