Blue Horizon Wealth Management, LLC fees
Financial planner in Johnstown, Pennsylvania. Registered with state securities regulators.
Blue Horizon Wealth Management, LLC (Johnstown, PA) listed $100 an hour for financial planning in a Form ADV Part 2A brochure dated December 4, 2023, which is more than 18 months old.
with up to 3 other firms
Published fees
Old brochure. These fees come from a brochure dated December 2023, more than 18 months before our data. The firm may charge differently now, and the fees don't count toward any median.
Quoted from the firm's Form ADV Part 2A brochure, filed December 4, 2023. Fees can change.
- Hourly rate
- $100/hr
“Financial Health and Financial Fitness Services BLUE HORIZON charges an hourly rate of $100 for these services.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
From the December 2023 brochure
- Also charges a % of assets
- No
- Minimum
- The brochure says there is no minimum
- Team size
- Solo practice (one employee)
- Registered since
- 2013 (13 years)
How Blue Horizon Wealth Management, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “If any engagement is terminated prior to its completion, the Client will receive a prompt refund of any unearned prepaid fees.”
- “The refund amount is the prepaid fee less any earned fee as determined by the hours of work completed before the date of termination.”
- “However, engagements terminated within 5 business days subsequent to executing the Investment Advisory Agreement will receive a full refund of all paid fees.”
Firm details from Form ADV
- How the firm is paid
- Hourly fees
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of December 4, 2023
- CRD number
- 168466 (opens in new tab)
- Phone
- (814) 248-9464
More planners in Pennsylvania that publish fees
- Kriczky Wealth Management LLCDowningtownHourly $400/hr, Flat up to $30,000
- Granite Financial Advisors, Inc.LewisburgFlat $300
- Coombs Wealth Advisory, LLCBlue BellFlat $1,000-$2,500
- Northeast Advisers, Inc.PaoliHourly up to $200/hr
- Emerick Financial Planning, LLCPittsburghHourly $120-$360/hr, Flat $500-$10,000
- Crosswalk Investment Advisory, Inc.StrasburgHourly $85-$150/hr
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.