HORIZON WEALTH ADVISORS
SEC RegisteredWelcome to Horizon Wealth Advisors
About the firm
Horizon Wealth Advisors is a Registered Investment Advisor based in Lakewood Ranch, Florida, specializing in personal asset management for individuals, families, and institutions throughout Florida and Pennsylvania. The firm offers the experience and sophistication of a large, institutional investment firm combined with the attention and client service of an independent, locally-owned company. It takes a holistic approach to total wealth management, providing advice and referrals in areas including retirement, estate planning, taxes, and insurance.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Personal asset management, investment management, and holistic total wealth management including advice and referrals in retirement, estate planning, taxes, and insurance.
Who they serve
Individuals, families, and institutions throughout Florida and Pennsylvania.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 496 | $78M |
| High Net Worth Individuals | 71 | $152M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 15 | $5.8M |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
6 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $1,000,000 | 1.00% |
| Next $1,000,000 | 0.75% |
| Next $3,000,000 | 0.60% |
| Next $5,000,000 | 0.45% |
| Next $50,000,000 | 0.35% |
| Over $60,000,000 | 0.00% |
Data as of March 4, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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.
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