William Mock
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
CFP®, ChFC®, Series 66
Industry experience
23 years
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.
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
Silver Oak Securities Inc
2016 - 2022 (6 years)
Korhorn Financial Group
2013 - Present (13 years)
KFG Wealth Management LLC
2013 - Present (13 years)
Securities America Inc
2013 - 2016 (3 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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