Horizon Financial Advisors LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 11, 2026. Fees can change, so confirm with the firm before you hire them.

Annual fee

$5,000⁠-⁠$50,000/yr

“The fee ranges from $5,000 to $50,000 per year.”

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

How Horizon Financial Advisors LLC bills

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

• “If agreed to by Adviser, clients may alternatively elect to be billed in arrears for the fees incurred on a quarterly basis based upon the market value of their assets managed by Adviser as of the last day of the prior calendar quarter.”
• “Generally, flat fees are charged entirely up-front at the start of our engagement; however, fees for financial planning services may be billed semi-annually or quarterly, as agreed upon by Adviser and the client.”
• “The pro rata fees earned for the remainder of the quarterly billing period after the termination will be refunded to client via check or direct deposit.”

How Horizon Financial Advisors LLC’s fees compare

• Its annual fee of $5,000-$50,000 spans the New York median of $6,250. 90% of the 80 other New York planners that publish an annual fee charge less.
• 19 of the 22 other planners in New York that publish an annual fee charge less.

About Horizon Financial Advisors LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2018 (8 years).

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

Clients

24

Employees

1

Works with

High net worth individuals

Services reported to regulators

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

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

297768

Website

horizonfa.com (opens in new tab)

Phone

(917) 261-5355

Other planners in New York that publish fees

• Abernathy Group II LLCNew York$750/hr, $1,000/yr
• Allegory AdvisoryNew York$240/hr
• Altfest Personal Wealth ManagementNew York$250/hr, $1,250/qtr
• American Centurion Financial LLCNew York$475/hr
• American Financial & Tax Strategies, Inc.New York$660/hr, $2,500/qtr
• Amvoy WealthNew York$1,000⁠-⁠$20,000

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