Horizon Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Horizon Advisors provides personalized financial planning and separately managed account investment services to individuals, trusts, estates, charitable organizations, small businesses and other investment advisers. Offerings include discretionary portfolio management, ongoing subscription-based financial planning, project-based plans and hourly advisory engagements.
Portfolios are built to match a client’s stated goals and risk tolerance and are reviewed and rebalanced periodically, with management conducted on a discretionary basis for most accounts. The firm uses a broad set of investment tools — including mutual funds, ETFs and foreign equities as well as, at times, options, short sales and direct or illiquid/private investments — and states an emphasis on diversification and monitoring implementation costs.
The firm is affiliated with a public accounting practice, an arrangement that is uncommon among independent advisers; the principal also operates that accounting business and dedicates roughly 60% of their workweek to it, with occasional client referrals between the two entities (referrals are not paid). Managing about $8.3 million for roughly 72 clients, the firm directs custody to particular custodians that provide integrated platform services and discloses the potential conflicts that arrangement can create.
Client services
Expertise
Occupation focus
Fee options
Project Based Financial Planning: $1,000 to $3,000 fixed fee (negotiable)
$0 - $999,999: 1.00% / Year $1,000,000 - $2,499,999: 0.90% / Year $2,500,000 - $4,999,999: 0.80% / Year $5,000,000 - $9,999,999: 0.70% / Year $10,000,000+: 0.60% / Year
$150 per hour (negotiable)
Fee-only: Ongoing Financial Planning: $1,000 upfront plus $200 per month (negotiable); Project Based Planning: $1,000 to $3,000 fixed fee (negotiable); Hourly Financial Planning: $150 per hour (negotiable)
Main office
506 Riverside Parkway NE, Suite 202
Rome GA 30161
Advisors at this office
1
Most active in
Georgia
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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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
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