TC
CFP · ChFC
TC
CFP · ChFC

Tayler Cizewski

5 Years of Experience
Granger, IN

Tayler Cizewski is a CFP, ChFC-designated registered investment advisor at Korhorn Financial Group, based in Granger, IN, with 5 years of industry experience. Tayler operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 2,241 clients with $930M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
44 advisors
Number of Clients
2,241 clients
Average Client Portfolio
$417K average
Assets Under Management
$934.5M

Fee Structure

Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.25%
$500K - $1.0M1.00%
$1.0M - $2.0M0.75%
$2.0M - $5.0M0.50%
$5M+0.25%

Fees are negotiable. Fixed income securities fee is 0.25%. Custom Index strategies may have an additional fee of 0.10%. Option Overlay strategy may have an additional fee of 0.50%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

6910 North Main Street, Building 16, Unit 41, Granger, IN, 46530-8855

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Tayler works at Korhorn Financial Group, Inc. assisting in day-to-day operations, spending nearly full-time hours per month, with a significant portion during security trading hours.

Employment History
Current Registrations
Korhorn Financial Group
August 2022 - Present · 3 yrs 8 mos
Previous Registrations
Charles Schwab & CO., INC.
December 2021 - July 2022 · 7 mos
Charles Schwab & CO., INC.Broker
December 2021 - July 2022 · 7 mos
Money Concepts Capital CORPBroker
October 2020 - October 2021 · 1 yr
Money Concepts Advisory Service
October 2020 - October 2021 · 1 yr
Charles Schwab & CO., INC.
March 2020 - September 2020 · 6 mos
Charles Schwab & CO., INC.Broker
February 2020 - September 2020 · 7 mos
State Registrations2 states
INMI
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.