Horizon Family Wealth, Inc. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed July 14, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$500/hr

“The maximum hourly fee to be charged will not exceed $500.”

Flat or project fee

$2,500⁠-⁠$25,000

“Flat fees range from $2,500 to $25,000.”

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

How Horizon Family Wealth, Inc. bills

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

• “Annualized fees are billed on a pro-rata basis quarterly in advance based on the value of the account(s) on the last day of the previous quarter.”
• “Fees are negotiable and will be deducted from client account(s).”
• “Our firm bills on cash unless otherwise agreed in writing.”

How Horizon Family Wealth, Inc.’s fees compare

• Its hourly rate of $500 is above the Illinois median of $273. 90% of the 215 other Illinois planners that publish an hourly rate charge less.
• 48 of the 54 other planners in Chicago that publish an hourly rate charge less.
• Its flat or project fee of $2,500-$25,000 spans the Illinois median of $4,500. 90% of the 175 other Illinois planners that publish a flat or project fee charge less.
• 34 of the 41 other planners in Chicago that publish a flat or project fee charge less.

About Horizon Family Wealth, Inc.

• Firm size: 2 employees.
• Registered as an adviser: 2021 (5 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

Clients

93

Employees

2

Works with

Individuals, high net worth individuals, and businesses

Services reported to regulators

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

Assets managed

$278,813,453

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

315484

Website

horizonfamilywealth.com (opens in new tab)

Phone

(312) 442-9192

Can advise clients in 5 states: California, Illinois, Nebraska, Ohio, Texas

Other planners in Chicago that publish fees

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• Blute Financial CoachingChicago$75/hr
• Bold Vision FinancialChicago$385/hr, $120⁠-⁠$500/mo

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