HORIZON WEALTH ADVISORS

RIASEC RegisteredEst. 2003

Total AUM

$451M

Discretionary

$382M

85% of AUM

Avg account

$519K

Accounts

869

Employees

Advisory reps

Firm details

Headquarters: HOUSTON, Texas
CRD number: 114102
Registered since: January 15, 2003
Website: www.horizon-advisors.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI92.05%
Individuals6.73%
Corporations / Businesses0.73%
Charitable Organizations0.49%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Horizon Wealth Advisors is an independent registered investment adviser organized as a limited liability company and operating since 2003. The firm serves both individuals/families and institutional clients, and bills using a mix of percentage-of-assets and fixed-fee arrangements. Its advisory services include financial planning, portfolio management for individuals/small businesses and for businesses or institutions, pension consulting, and the selection of other advisers. The firm identifies as a capital allocator but does not position itself as an active ESG investor. Horizon Wealth Advisors was included on FA Magazine’s Top RIA Firms list in 2020.