Horizon Advisors, LLC fees and pricing
Financial planner in Rome, Georgia. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated January 5, 2026, Horizon Advisors, LLC charges $150 an hour, a flat or project fee of $1,000, and a monthly fee of $200 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed January 5, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $150/hr
“Financial Planning engagements are offered at an hourly rate of $150 per hour.”
- Flat or project fee
- $1,000
“Ongoing Financial Planning Ongoing Financial Planning consists of an upfront charge of $1,000 and an ongoing fee that is paid in arrears, at the rate of $200 per month.”
- Monthly fee
- $200/mo
From the same sentence as above.
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Horizon Advisors, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “You may also choose to pay the management fees by check after receiving the quarterly invoice.”
- “Fees for partial months, at the commencement or termination of the Investment Advisory Agreement, will be billed or refunded on a prorated basis contingent on the number of days the account was open during the month.”
- “The fee may be negotiable in certain cases.”
How Horizon Advisors, LLC’s fees compare
- Its hourly rate of $150 is below the Georgia median of $250. 6% of the 169 other Georgia planners that publish an hourly rate charge less.
- Its flat or project fee of $1,000 is below the Georgia median of $5,000. 11% of the 152 other Georgia planners that publish a flat or project fee charge less.
About Horizon Advisors, LLC
“Separately Managed Accounts (SMAs) Horizon provides financial planning and separate account management services as part of our advisory offerings.”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFP®.
- Registered as an adviser: 2019 (7 years).
Planning areas mentioned in the brochure
- Retirement planning
- Estate planning
- College planning
- Business owners
- Cash flow and budgeting
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
- 1% a year
- Clients
- 72
- Employees
- 1
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $8,327,345
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 305250
- Phone
- (706) 807-5250
Other planners in Georgia that publish fees
- 2ND Half Capital, LLCAlpharetta$1,000-$2,000
- Access Planning Partners, LLCAlpharetta$250/hr, $750-$7,500
- Ae Financial & Risk Management, Inc.Alpharetta$250/hr
- Aegis Capital GroupAtlanta$100-$250/hr, $1,000-$3,000
- Ages Legacy Advisors, LLCAtlanta$400/hr, $400-$5,000
- Alpha Financial Management, Inc.Savannah$2,000-$10,000/yr
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.