Joshua Norris
Advisor at Cfci
Updated today
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.
About
Joshua Norris is a financial advisor at Cfci with six years of industry experience. He holds a Series 65 designation and has been with Comprehensive Financial Consultants since 2015. In addition to his advisory role, he works as an independent insurance agent in Bloomington, Indiana. Cfci is a multi-advisor firm serving individual clients, retirement plans, trusts, estates, charitable organizations, and business entities. The firm offers discretionary portfolio management and consulting services, utilizing model portfolios and third-party advisers across a broad range of investment vehicles.
Client services
Based on Cfci
Portfolio management
Pension consulting
Selection of other advisers
Financial consulting services
Fee options
$0 - $250,000: Mutual Fund Model: 1.40% $250,001 - $500,000: Mutual Fund Model: 1.30% $500,001 - $1,000,000: Mutual Fund Model: 1.20% $1,000,001 - $2,500,000: Mutual Fund Model: 1.10% $2,500,001 - $5,000,000: Mutual Fund Model: 1.00% Over $5,000,000+: Mutual Fund Model: Negotiable $0 - $250,000: Fixed Income Model: 1.35% $250,001 - $500,000: Fixed Income Model: 1.30% $500,001 - $1,000,000: Fixed Income Model: 1.20% $1,000,001 - $2,500,000: Fixed Income Model: 1.15% $2,500,001 - $5,000,000: Fixed Income Model: 1.05% Over $5,000,000+: Fixed Income Model: Negotiable $0 - $250,000: Equity Blended Model: 1.65% $250,001 - $500,000: Equity Blended Model: 1.60% $500,001 - $1,000,000: Equity Blended Model: 1.45% $1,000,001 - $2,500,000: Equity Blended Model: 1.35% $2,500,001 - $5,000,000: Equity Blended Model: 1.25% Over $5,000,000+: Equity Blended Model: Negotiable $0 - $250,000: ABP/CoreEQ Model: 1.30% $250,001 - $500,000: ABP/CoreEQ Model: 1.25% $500,001 - $1,000,000: ABP/CoreEQ Model: 1.20% $1,000,001 - $2,500,000: ABP/CoreEQ Model: 1.15% $2,500,001 - $5,000,000: ABP/CoreEQ Model: 1.10% Over $5,000,000+: ABP/CoreEQ Model: Negotiable
Insurance commissions and broker-dealer commissions earned by certain persons affiliated with the firm; separate from advisory fees
$150 per hour for financial consulting services, negotiable
Fee-only: Financial consulting services charged at $150 per hour, negotiable
Location
674 S. College Avenue
Bloomington, IN 47403
Most active in
Joshua N has reported serving >5 clients in these states in the last 12 months.
Indiana
Work history
Comprehensive Financial Consultants
2015 - Present (11 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
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.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
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.
Justin T
Series 65
Ellettsville, IN
Truell Financial LLC
Zhuohua H
CFA®
Bloomington, IN
Mulberry Investors LLC
John B
Series 65
Bloomington, IN
Above & Beyond Investments, LLC
Kinder D
Series 65
Nashville, IN
Kinder Financial Services
Max V
Series 65
Bloomington, IN
Laughlin Financial LLC
Brian W
Series 63, Series 66
Bloomington, IN
McAvoy Kemp Wealth Management, LLC
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")