Horizon Wealth Advisors fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed September 9, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$150⁠-⁠$350/hr

“Consultations regarding investments not resulting in investment management or investment advising will be charged at hourly rates ranging from $150 to $350 per hour, depending upon the experience and expertise of the individual providing the service.”

Annual fee

$11,250/yr

“The preferred minimum annual fee is $11,250 and is negotiable.”

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

How Horizon Wealth Advisors bills

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

• “This fee becomes due and payable upon delivery of the financial plan.”
• “Unless agreed otherwise, Horizon deducts its fee directly from the client’s custodial account each quarter, in advance.”
• “If the inception of an investment agreement occurs during a quarter, all of the applicable fees will be prorated for the remaining days in the current quarter and will be charged at the inception of Horizon’s portfolio management.”

How Horizon Wealth Advisors’ fees compare

• Its hourly rate of $150-$350 spans the Texas median of $275. 28% of the 468 other Texas planners that publish an hourly rate charge less.
• 19 of the 67 other planners in Houston that publish an hourly rate charge less.
• Its annual fee of $11,250 is above the Texas median of $6,000. 76% of the 106 other Texas planners that publish an annual fee charge less.
• 14 of the 16 other planners in Houston that publish an annual fee charge less.

About Horizon Wealth Advisors

• Firm size: 4 employees.
• Registered as an adviser: 2003 (23 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

1.25% a year

Minimum

$11,250 minimum fee (stated in brochure)

Clients

190

Employees

4

Works with

Individuals, high net worth individuals, charities, and businesses

Services reported to regulators

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

Assets managed

$451,430,132

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

114102

Website

horizon-advisors.com (opens in new tab)

Phone

(713) 748-7000

Other planners in Houston that publish fees

• Abundo WealthHouston$199/mo
• Allzen Wealth and Financial ServicesHouston$8,000, $7,125/qtr
• Alteris Capital Partners, LLCHouston$5,000⁠-⁠$25,000
• Analog Capital Ai, LLCHouston$250⁠-⁠$450/hr
• Analog Capital Partners LLCHouston$3,000, $1,188/yr
• Aquinas Advisors, LLCHouston$250/hr, $5,000

Compare all 154 planners in Houston