Growth Horizons Wealth Management LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed April 6, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$350/hr

“Our hourly rate is $350.”

Flat or project fee

$1,000⁠-⁠$20,000

“Fixed fee rates range between $1,000 to $20,000.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Growth Horizons Wealth Management LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

• “The fee is based on a percentage of assets under management and is negotiable.”
• “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”
• “The Nucleus Model Marketplace fees will be charged quarterly in arrears.”

How Growth Horizons Wealth Management LLC’s fees compare

• Its hourly rate of $350 is above the Texas median of $275. 69% of the 468 other Texas planners that publish an hourly rate charge less.
• Its flat or project fee of $1,000-$20,000 spans the Texas median of $3,850. 83% of the 401 other Texas planners that publish a flat or project fee charge less.

About Growth Horizons Wealth Management LLC

• Principal: Zachary Thomas
• Firm size: 2 employees.
• Registered as an adviser: 2023 (3 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

2% a year

Clients

81

Employees

2

Works with

Individuals, high net worth individuals, and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers

Assets managed

$58,334,274

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

328037

Website

growthhorizonswm.com (opens in new tab)

Phone

(512) 316-7207

Can advise clients in 3 states: Arizona, California, Texas

Other planners in Georgetown that publish fees

• Modern Financial PlanningGeorgetown$400/hr, $500⁠-⁠$700/mo
• Sage Wealth PlanningGeorgetown$5,000⁠-⁠$40,000/yr
• 11 FinancialLufkin$250/hr, $50⁠-⁠$5,000
• 1900 WealthSan Antonio$350/hr, $1,500
• 360 Wealth CreationAustin$250/hr
• 3T Advisors LLCWaco$250/hr, $250⁠-⁠$10,000

Compare all 6 planners in Georgetown