Horizons Planning Corporation fees and pricing

Financial planner in Ann Arbor, Michigan. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated March 24, 2026, Horizons Planning Corporation charges $300 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 24, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $300/hr; “The client will receive a pro-rata refund of any prepaid unearned fees. 6 Clients who execute an Investment Consulting Agreement, agree to pay HPC for these services a t a rate of $300 per hour.”

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

“Asset management fees are payable quarterly, in advance, and are deducted directly from the client's account.”

Its hourly rate of $300 is above the Michigan median of $250. 61% of the 170 other Michigan planners that publish an hourly rate charge less.
6 of the 10 other planners in Ann Arbor that publish an hourly rate charge less.

How the firm is paid: Hourly fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 1% a year
Clients: 144
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 pooled investment vehicles, portfolio management for businesses and institutions, pension consulting, market timing, and educational seminars and workshops
Assets managed: $87,872,651
Registered with: State securities regulators
Disciplinary disclosures: Yes. Read them on the SEC site (opens in new tab)
SEC CRD number: 115179
Website: horizonsplanning.com (opens in new tab)
Phone: (734) 761-3155

Is something on this page wrong or out of date?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.