HORIZONS PLANNING CORPORATION

Overview

Horizons Planning Corporation operates as an independent, owner-managed registered investment adviser serving both individual and family clients as well as institutional accounts. The firm blends financial planning with portfolio management across multiple client types, offering fee models that include a percentage-of-AUM charge alongside hourly billing for planning or advisory work. Its registered activities list financial planning, separate- and pooled-vehicle portfolio management, pension consulting, market timing services, and educational seminars, which indicates a combination of ongoing discretionary management and project-based advisory engagements. Investment activity shows a strong tilt toward publicly traded equities as the primary allocation. The firm is not positioned as an active ESG investor and is not a multi-state adviser, suggesting a more regionally focused practice and traditional investment stance. Horizons Planning Corporation was recognized as a Top RIA Firm by FA Magazine in 2020, reflecting some industry visibility despite its modest scale.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices