Horizon Wealth Management, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed April 1, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$150⁠-⁠$500/hr

“Rates vary according to employee's experience and ability and range from $150 - $500 per hour.”

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

How Horizon Wealth Management, LLC bills

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

• “Fees will be billed periodically as services are rendered. 2.”

How Horizon Wealth Management, LLC’s fees compare

• Its hourly rate of $150-$500 spans the Indiana median of $250. 76% of the 119 other Indiana planners that publish an hourly rate charge less.
• It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

About Horizon Wealth Management, LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2003 (23 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees

Charges a % of assets

No

Employees

1

Services reported to regulators

Financial planning and pension consulting

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

118731

Website

horizonwealth.com (opens in new tab)

Phone

(502) 716-5530

Can advise clients in 2 states: Indiana, Kentucky

Other planners in New Albany that publish fees

• Axiom Financial Strategies Group, LLCNew Albany$100⁠-⁠$1,000/hr
• Abound Wealth StrategiesIndianapolis$720⁠-⁠$25,000
• Above & Beyond Investments, LLCBloomington$250/hr, $250⁠-⁠$2,500
• Afp Group, LLCPlainfield$150/hr, $2,000
• Allstreet WealthWestfield$750/hr
• An Exceptional Life Financial, LLCIndianapolis$300/hr, $1,500⁠-⁠$6,000

Compare all 260 planners in Indiana