SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Horizon Wealth Advisors
Houston, TX
Horizon Advisors, LLC, CRD 114102
Firm filing updated September 9, 2026 ·
- $451.4MAssets
- 4Advisory staff
- 869Accounts
Fees and minimums
All fee types on the form
- Percentage of assets under managementYes
- Fixed feesYes
- Hourly chargesNo
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
- OtherNo
Who the firm serves
- Individuals96
- High net worth individuals94
- Corporations or other businesses7
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 96 | $30.4 million |
| High net worth individuals | 94 | $415.5 million |
| Charitable organizations | Fewer than 5 clients | $2.2 million |
| Corporations or other businesses not listed above | 7 | $3.3 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
See all 5 services
- Pension consulting services
- Selection of other advisors (including private fund managers)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisors (including private fund managers)
Assets and accounts
- Regulatory assets$451.4 million
- Accounts869
- Discretionary$382.2 million · 574 accounts
- Non-discretionary$69.2 million · 295 accounts
People
- Employees4
- Advisory staff4
- Broker-dealer reps0
- Licensed insurance agents0
- Planning clients101 to 250
Advisors
7 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- Legal name: Horizon Advisors, LLC SEC-registered investment advisor. CRD 114102, SEC file 801-61731.
- Registered with the SEC as an investment advisor (status date on record: January 15, 2003).
Is Horizon Wealth Advisors a fiduciary?
Short answer: Horizon Wealth Advisors is registered with the SEC as an investment advisor.
More detail
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
The firm does not report commissions, a broker-dealer role, a related broker-dealer, or staff who are broker-dealer representatives.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.