PlannerFees

Horowitz & Company, Inc. fees and pricing

Financial planner in Fort Lauderdale, Florida. Registered with the SEC.

According to its Form ADV Part 2A brochure dated March 19, 2026, Horowitz & Company, Inc. charges $250 an hour and a flat or project fee of $500 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 19, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$250/hr
“Horowitz & Company generally charges a fixed fee ranging from $500 for simple, limited scope engagements and up to $10,000 for complex financial planning services or an hourly fee ranging from $250 for simple, limited scope engagements and up to $400 per hour for complex consulting services.”
Flat or project fee
$500

From the same sentence as above.

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

How Horowitz & Company, Inc. bills

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

  • “Hourly fees charged for consulting services are payable as invoiced.”
  • “Fees are payable directly to Horowitz & Company by check as invoiced.”
  • “In the event there are any prepaid, unearned fees, the fee will be prorated based on the amount of work completed, and any unearned fees will be refunded to the Client promptly by check.”

How Horowitz & Company, Inc.’s fees compare

  • Its hourly rate of $250 is below the Florida median of $288. 26% of the 372 other Florida planners that publish an hourly rate charge less.
  • None of the 2 other planners in Fort Lauderdale that publish an hourly rate charge less.
  • Its flat or project fee of $500 is below the Florida median of $4,900. 2% of the 320 other Florida planners that publish a flat or project fee charge less.
  • None of the 3 other planners in Fort Lauderdale that publish a flat or project fee charge less.

About Horowitz & Company, Inc.

“We offer financial planning services, which typically involve providing a variety of advisory services to Clients regarding the management of their financial resources based upon an analysis of their individual needs.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Principal: Compliance Officer
  • Firm size: 2 employees.
  • Credentials named in the brochure: CFP®.
  • Registered as an adviser: 2025.

Planning areas mentioned in the brochure

  • Tax planning
  • Estate planning

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
Minimum
$50,000 in assets (stated in brochure)
Clients
199
Employees
2
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
$180,658,367
Registered with
U.S. Securities and Exchange Commission
Disciplinary disclosures
Yes. Read them on the SEC site (opens in new tab)
SEC CRD number
106737
Website
twitter.com/andrewhorowitz (opens in new tab)
Phone
(954) 349-0800

Can advise clients in 10 states: California, Colorado, Florida, Georgia, Michigan, North Carolina, Ohio, Texas, Virginia, Washington

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