Horizon Financial Services, LLC fees and pricing
Financial planner in Winston Salem, North Carolina. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 31, 2026, Horizon Financial Services, LLC charges $150 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $150/hr
“Financial planning and consulting services are offered based on an hourly fee of $150 per hour with a minimum of one hour of service.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Horizon Financial Services, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are paid monthly in arrears, based on the previous month’s average daily account balance.”
- “For accounts opened mid-billing period initial fees for the partial month will be prorated.”
- “Fees are paid quarterly in arrears, based on the previous quarter’s average daily account balance.”
How Horizon Financial Services, LLC’s fees compare
- Its hourly rate of $150 is below the North Carolina median of $300. 2% of the 177 other North Carolina planners that publish an hourly rate charge less.
- None of the 4 other planners in Winston Salem that publish an hourly rate charge less.
About Horizon Financial Services, LLC
- Firm size: 8 employees.
- Founded: 2011 (15 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
- 391
- Employees
- 8
- Works with
- Individuals, high net worth individuals, pension and profit sharing plans, charities, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other advisers, and educational seminars and workshops
- Assets managed
- $262,446,082
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 158798
- Phone
- (336) 659-7060
Can advise clients in 5 states: Florida, North Carolina, New York, South Carolina, Texas
Other planners in Winston Salem that publish fees
- Accruent Wealth AdvisorsWinston-salem$950-$1,500, $400/qtr
- Arbor Investment AdvisorsWinston Salem$3,000-$7,000
- Cassia Capital Partners LLCWinston Salem$325/hr
- Darda FinancialWinston-salem$150/hr
- Resolved FinancialWinston Salem$400
- Scholar Financial Advising, LLCWinston-salem$385/hr, $7,000
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.