Richard Horner
Richard Horner is a registered investment advisor at Atlantis Wealth Advisors LLC, based in Elkhart, IN, with 34 years of industry experience. Richard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Medicare Planning, and 2 more. Their firm serves 338 clients with $150M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees generally range from 0.50% to 2.00% per year and are negotiable based on account size and complexity.
Fee Estimator
Location
2300 Middlebury St., Elkhart, IN, 46516
Get directionsHistory
Regulatory History (1)
Customer Dispute
May 2004Other Business ActivitiesSells Insurance
Richard is involved in several business activities, including Midwest Health Connection LLC (insurance agent), rental property management, property management through Horner Investment Properties LLC, and Horner Accounting & Tax Services LLC. He also owns Horner Insurance LLC and dedicates minimal time to insurance sales management.
Employment History
Current Registrations
Atlantis Wealth Advisors LLC
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Next Financial Group, INC.
Next Financial Group, INC.Broker
Transamerica Financial Advisors, INC.
Transamerica Financial Advisors, INC.Broker
State Registrations2 states
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
More Advisors
- Deborah Dehoff, CFPUnited Capital Financial Advisors
- Griffin Borst, CFPEdward Jones
- Brennan Vitali, CFPVitality Wealth Planning
- Aaron Coates, CFPRelevant Financial Advisors LLC
- Ashok Sanghavi, CFPHornor, Townsend & Kent, LLC
- Jeneen Crane, CFPEdward Jones