HORIZON WEALTH ADVISORS
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About the firm
Horizon Wealth Advisors is a Houston-based, fee-only financial planning and wealth management firm, established in 1999. As a privately owned, fee-only financial advisor, they serve clients as a fiduciary, always placing their interests first. Their mission is to develop long-term relationships with thoughtful, successful individuals, families, and organizations by supporting and assisting them in achieving their financial goals.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Financial Planning, Estate Planning, Retirement Planning, Education Planning, Investment Management, Tax Services, Charitable Planning, and Estate & Trust Services, offered as part of a comprehensive and collaborative wealth management process.
Who they serve
Successful professionals who are accumulating their wealth, as well as retirees who seek to maintain their current lifestyles and preserve their wealth; also individuals, families, and organizations, including Houston's high net worth.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 96 | $30M |
| High Net Worth Individuals | 94 | $416M |
| State/Municipal Entities | 2 | — |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
8 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $500,000 | 1.25% |
| Next $500,000 | 1.00% |
| Next $2,000,000 | 0.75% |
| Assets over $3,000,000 | 0.50% |
| Assets over $5,000,000 | 0.35% |
Data as of March 12, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. HORIZON WEALTH ADVISORS has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.