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
CFP®, Series 65
Industry experience
4 years
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.
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
Silver Oak Securities
2021 - Present (5 years)
KFG Wealth Management LLC
2021 - Present (5 years)
Korhorn Financial Group, Inc.
2021 - Present (5 years)
Unemployed
2020 - 2021 (1 year)
DZ Atlantic Group
2020 - 2020 (1 year)
UnEmployed
2020 - 2020 (1 year)
Insulation Specialties, Inc.
2020 - 2020 (1 year)
Pure Safety Group
2020 - 2020 (1 year)
UnEmployed
2019 - 2020 (1 year)
Insulation Specialties Inc.
2019 - 2019 (1 year)
DZ Atlantic
2019 - 2019 (1 year)
UnEmployed
2019 - 2019 (1 year)
DZ Atlantic
2019 - 2019 (1 year)
UnEmployed
2018 - 2019 (1 year)
Insulation Specialties Inc.
2018 - 2018 (1 year)
UnEmployed
2018 - 2018 (1 year)
Insulation Specialties Inc.
2018 - 2018 (1 year)
DZ Atlantic
2018 - 2018 (1 year)
UnEmployed
2017 - 2018 (1 year)
DZ Atlantic
2017 - 2017 (1 year)
DZ Atlantic
2017 - 2017 (1 year)
Klaus Zielke Masonry
2017 - 2017 (1 year)
DZ Atlantic
2017 - 2017 (1 year)
Klaus Zielke Masonry
2016 - 2017 (1 year)
DZ Atlantic
2016 - 2016 (1 year)
InterVarsity Christian Fellowship
2011 - 2016 (5 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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