Anthony Navarro
Advisor at Korhorn Financial Group
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 Korhorn Financial Group
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.
Firm
Korhorn Financial Group
Location
Granger, IN 46530-8855
Credentials
Series 63, Series 65
Industry experience
6 years
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.
Based on Korhorn Financial Group
Based on Korhorn Financial Group
Comprehensive financial planning fixed fees generally range from $1,000 to $35,000; retirement plan fixed fees range from $2,500 to $80,000.
$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%
Clients may purchase commission products through Silver Oak Securities; commissions vary and may include 12b-1 fees.
Single-needs financial planning and consulting services provided on hourly basis between $50 and $400 per hour.
Comprehensive financial planning and consulting services may be offered on a subscription basis, automatically renewing annually.
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.
6910 North Main Street, Building 16, Unit 41
Granger, IN 46530-8855
Indiana · Michigan
Korhorn Financial Group, Inc.
2026 - Present (1 year)
KFG Wealth Management, LLC
2026 - Present (1 year)
HR Block
2024 - 2024 (1 year)
Nomadic Wealth LLC (f/k/a Mainstay Capital Advisors LLC)
2023 - Present (3 years)
Nomadic Insurance, LLC
2022 - Present (4 years)
Murray Street Capital Advisors, LLC
2022 - 2023 (1 year)
Creative Financial Designs, Inc./CFD Investments, Inc.
2021 - 2021 (1 year)
W&S Brokerage Services/Western & Southern Life
2019 - 2021 (2 years)
UBER
2018 - 2019 (1 year)
LYFT
2018 - 2019 (1 year)
Kountry Wood Products
2017 - 2018 (1 year)
Keystore RV
2016 - 2018 (2 years)
STUDENT
2007 - 2016 (9 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
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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