Pax Horizon Wealth Management, LLC fees and pricing
Financial planner in Vista, California. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated July 3, 2026, Pax Horizon Wealth Management, LLC charges $250 an hour and a flat or project fee of $2,000-$10,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed July 3, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $250/hr
“Fees range from $1,000 $10,000 and our hourly rate is $250.”
- Flat or project fee
- $2,000-$10,000
“We charge an annual fee ranging from $2,000 - $10,000 for Comprehensive Ongoing Financial Planning.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Pax Horizon Wealth Management, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are negotiable and some fees may vary by Client for similar services.”
- “The annual advisory fee is paid monthly in arrears the average daily balance of the Client’s account(s).”
- “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”
How Pax Horizon Wealth Management, LLC’s fees compare
- Its hourly rate of $250 is below the California median of $300. 19% of the 932 other California planners that publish an hourly rate charge less.
- Its flat or project fee of $2,000-$10,000 spans the California median of $5,000. 62% of the 796 other California planners that publish a flat or project fee charge less.
About Pax Horizon Wealth Management, LLC
- Principal: Christopher Edwards
- Solo practice: one person runs the firm, so you work directly with the planner.
- Founded: 2025.
Planning areas mentioned in the brochure
- Retirement planning
- Estate planning
- Business owners
- Cash flow and budgeting
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
- Employees
- 1
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 339680
- Phone
- (858) 353-1620
Other planners in Vista that publish fees
- Confianza Wealth ManagementVista$3,000
- KRM Advisory ServicesVista$100-$500/hr
- 10/28 Wealth Management LLCOceanside$300/hr, $500-$10,000
- 360DividendsGranite Bay$300/hr, $2,500-$10,000
- 3D Holistic WealthIrvine$300/hr, $1,500-$10,000
- 401 FinancialSan Diego$250/hr, $500
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.