Horicon Wealth Management fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 17, 2026. Fees can change, so confirm with the firm before you hire them.

Quarterly fee

$1,250/qtr

“Thereafter, we charge an ongoing fee of $1,250 per quarter for Financial Planning services.”

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

How Horicon Wealth Management bills

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

• “Fees are negotiable and some fees may vary by Client for similar services.”
• “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.”

About Horicon Wealth Management

• Principal: Scott Doyle
• Solo practice: one person runs the firm, so you work directly with the planner.
• Founded: 2025.

Planning areas mentioned in the brochure

• Retirement planning
• Estate planning
• College planning
• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

2% a year

Employees

1

Services reported to regulators

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

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

338351

Website

horiconwealthmgmt.com (opens in new tab)

Phone

(973) 298-1151

Other planners in Montclair that publish fees

• Bautis Financial, LLCMontclair$1,200⁠-⁠$10,000/yr
• Dowd Financial PlanningMontclair$1,500, $3,400⁠-⁠$13,600/yr
• Grosso Wealth Management LLCMontclairUp to $50,000
• Pullman WealthMontclair$3,000⁠-⁠$5,000
• RMR Wealth Builders, Inc.Montclair$150/mo, $1,500/yr

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