Growth Horizons Wealth Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$50,937,582
Clients
81
Advisors
2
of 2 employees
About
Growth Horizons Wealth Management provides discretionary investment management, financial planning (both ongoing and project-based), and retirement plan consulting and management to individuals (including high‑net‑worth clients), pension and profit‑sharing plans, charitable organizations, and businesses. The firm manages roughly $58.3 million for about 81 clients and operates with a small advisory team of two professionals.
The firm implements client‑specific investment policies that blend asset allocation, passive and active strategies, and the use of outside managers, advising primarily in stocks, bonds, mutual funds, ETFs, and cash equivalents. GHWM relies on third‑party platforms and model marketplaces—most notably the Nucleus marketplace and services from Advyzon Investment Management (AIM)—and integrates a Personalized Index Engine and tax‑overlay capabilities to apply client‑specific indexing and tax‑aware rebalancing while retaining advisory responsibility.
Compared with many peers, Growth Horizons combines a small, recently founded advisory team with relatively sophisticated third‑party model and tax services and explicit solicitation arrangements with other advisers (Heritage Wealth Management and French Family Office) for referrals. The firm’s disclosures also note that it may compensate third‑party professionals for referrals (including accountants) and that its marketing materials include hypothetical performance illustrations and testimonials, practices that are less common among similar firms.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
$0 - $500,000: 1.75% $500,001 - $2,000,000: 1.50% $2,000,001 - $5,000,000: 1.25% $5,000,001+: 0.90%
Project-Based Financial Planning fixed fees ranging from $1,000 to $50,000; Initial financial plan fee up to $20,000; ongoing planning fees $100 to $10,000 per month.
Project-Based Financial Planning hourly rate: $350 per hour.
Ongoing Financial Planning fees paid monthly in arrears ranging from $100 to $10,000 based on client needs.
Fee-only: Investment management and financial planning fees; no commissions or sales-related compensation; fees are negotiable.
Main office
601 Quail Valley Dr.
Georgetown TX 78626
Advisors at this office
2
Most active in
Arizona · California · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
Zach T
Verified by Warmer
CFP®
Georgetown, TX
Growth Horizons Wealth Management LLC
I’m Zach Thomas, founder and steward of Growth Horizons Wealth Management, based in Georgetown, TX. As a fee‑only, fiduciary advisor, our team empowers small business owners, high-net-worth individuals, and retirees to build purposeful lives through thoughtful, technology-forward wealth planning—because financial success should fuel what matters, not distract from it. My journey began after witnessing my grandfather’s financial struggles following his business exit. That experience—combined with the values of my parents (a teacher and postal worker)—shaped my mission to prevent others from suffering the same. I launched my career at Wells Fargo, built a wealth-management department at Cadence Bank, and refined my approach at Heritage Family Offices before launching my practice in July 2023. Outside of work, I’m a devoted husband, proud father to Roman, CrossFit enthusiast, triathlon finisher, aspiring author, lifelong student of the humanities, and active Christian. I believe wealth is about time, freedom, and legacy—not just dollars.
Scott G
Series 65
Georgetown, TX
Growth Horizons Wealth Management LLC
Scott Goeke is a financial advisor with Growth Horizons Wealth Management LLC, holding a Series 65 designation and starting his advisory career in 2026. Prior to entering the financial industry, he worked at Samsung Electronics America, Amazon, and Microsoft. Growth Horizons Wealth Management provides discretionary investment management, financial planning, and retirement plan consulting to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm uses a combination of asset allocation, passive and active strategies, third-party platforms, and tax-aware rebalancing to manage client portfolios.
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