Horizon Ridge Advisors L.L.C.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Horizon Ridge Advisors provides financial planning and discretionary (and, in limited cases, non‑discretionary) portfolio management to individuals, trusts, estates, charitable organizations, and business entities. The firm offers broad-based financial planning on an hourly basis and supports ongoing asset management relationships for individual clients.
Investment implementation is primarily delivered through a sub‑adviser relationship and model portfolios developed by third‑party providers; the sub‑adviser handles day‑to‑day trading, reporting, and back‑office functions while the firm supervises portfolio allocations and client servicing. Portfolios are tailored to client objectives and risk tolerances, clients may impose written restrictions, and accounts are reviewed at least annually.
Notable features of the firm include an affiliation with licensed insurance agencies and associated persons who may sell commissionable insurance products, a relationship the firm discloses as a potential conflict of interest, and the managing member’s significant commitment to insurance activities. The firm is newly formed and currently reports no assets under management, relies on external model providers for security selection, and does not serve as an adviser to private funds.
Client services
Expertise
Fee options
1.50% to 2.00% annually, negotiable and may be reduced or waived
Insurance commissions earned by affiliated insurance agency and dually licensed associated persons
Up to $500 per hour for financial planning services
Fee-only: Financial planning charged at hourly rate up to $500 per hour
Main office
2500 S. Power Rd., Suite 122
Mesa AZ 85209
Advisors at this office
1
Most active in
Arizona
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:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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
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