Navy Klomsue
Financial Equations Advisors · Corona, California
Navy Klomsue is a fee-only financial advisor at Financial Equations Advisors in Corona, California. Financial Equations Advisors reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Financial Equations Advisors |
|---|---|
| Based in | Corona, California |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $11.5M across 75 accounts |
| SEC registration | Investment adviser representative in CA · CRD 5106441 |
| Exams passed | Series 66 (2006) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Profile |
How Navy's firm compares
- Financial Equations Advisors's average account is about $153,000, from its Form ADV (assets managed divided by 75 accounts).
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Questions about Navy
Is Navy Klomsue a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Navy holds no broker registration, and Financial Equations Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Navy charge for financial advice?
Navy's firm, Financial Equations Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Navy Klomsue based?
Navy Klomsue is based in Corona, California.
Is Navy Klomsue registered with the SEC?
Yes. Navy Klomsue is registered as an investment adviser representative in CA (CRD 5106441), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Financial Equations Advisors manage?
Financial Equations Advisors reports $11.5M across 75 accounts in assets under management.
How do I contact Navy Klomsue?
Contact details aren't on file yet. Search for Financial Equations Advisors.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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