Horizon Wealth Management fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 5, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$500⁠-⁠$3,000

“Fixed fees range from $500 to $3,000.”

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

How Horizon Wealth Management bills

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

• “Fees for Advisory Services Investment Management Services Investment advisory fees are paid quarterly, in advance of each calendar quarter, pursuant to the terms of the agreement.”
• “The investment advisory fee in the first quarter of service is prorated from the inception date of the account[s] to the end of the first quarter, which will be deducted at the end of the first quarter.”
• “Fees may be negotiable at the sole discretion of the Advisor.”

How Horizon Wealth Management’s fees compare

• Its flat or project fee of $500-$3,000 is below the Illinois median of $4,500. 15% of the 175 other Illinois planners that publish a flat or project fee charge less.

About Horizon Wealth Management

• Firm size: 10 employees.
• Registered as an adviser: 2014 (12 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

1.5% a year

Clients

1,280

Employees

10

Works with

Individuals, high net worth individuals, pension and profit sharing plans, and businesses

Services reported to regulators

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

Assets managed

$1,077,017,151

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

170255

Website

linkedin.com/company/horizonwealthmanagementllc (opens in new tab)

Phone

(708) 352-4300

Can advise clients in 17 states: Arizona, California, Colorado, Florida, Georgia, Illinois, Indiana, Michigan, Minnesota, North Carolina, New York, Ohio, South Carolina, Tennessee, Texas, Washington, Wisconsin

Other planners in Illinois that publish fees

• 15 Wealth Advisors LLCMundelein$250⁠-⁠$10,000/yr
• 1ST Advantage Financial Advisers, LLCLombard$200/hr
• Alo Financial PlanningMount Prospect$3,000
• Altair Advisers, LLCChicago$200⁠-⁠$500/hr
• Altman AdvisorsChicago$500/hr, $25,000
• Ameribanc CorporationHoffman Estates$500/hr, $250⁠-⁠$5,000

Compare all 526 planners in Illinois