Horizon Wealth Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$445,911,799
Clients
190
Advisors
8
of 8 employees
About
Horizon Wealth Advisors is an independent, fee-only wealth management firm that provides comprehensive financial planning and discretionary portfolio management, implementing diversified portfolios with mutual funds, ETFs, individual securities and outside managers. The firm advises individuals (including accumulating professionals and retirees), as well as trusts, pension plans and other entities, and generally works with clients who bring substantial investable assets.
Horizon establishes a written Investment Policy Statement for each client and manages accounts on a discretionary basis with ongoing monitoring, manager due diligence and periodic rebalancing. Custody and trade execution are provided through institutional custodians, and the firm has on occasion used separately managed account solutions for a limited number of accounts while restricting that offering for new clients; senior investment personnel conduct regular account reviews.
A notable feature of Horizon’s business development is the use of compensated endorsers/solicitors; the firm discloses these referral arrangements to prospects and memorializes them in written agreements, creating a direct financial incentive for third‑party referrers. The brochure also discloses that certain firm principals serve as trustees for client accounts and that some client accounts include standing transfer instructions subject to surprise examinations, and that the firm uses a third‑party planning platform to support collaborative financial planning without taking custody of client funds.
Client services
Expertise
Occupation focus
Fee options
Financial planning fees charged as flat fee between $4,000 and $15,000 per engagement
$0 - $500,000: 1.25% $500,001 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.75% $3,000,001 - $5,000,000: 0.50% $5,000,001+: 0.35%
Consultations at $150 to $350 per hour depending on expertise
Account minimum: $1,000,000 Minimum fee: Preferred minimum annual fee is $11,250, negotiable Fee-only: Investment advisory fees based on % of AUM or agreed fixed fee; Financial Planning fees range from $4,000 to $15,000 depending on complexity
Main office
2603 Augusta, Suite 1400
Houston TX 77057
Advisors at this office
8
Most active in
Texas
Also doing business as
Horizon Advisors, LLC · Horizon Wealth Advisors
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.
Advisors at this firm
Louis H
Series 65
Houston, TX
Horizon Wealth Advisors
Louis Hopper is a financial advisor at Horizon Wealth Advisors in Houston, TX, holding a Series 65 designation. He has one year of industry experience, including prior roles at Drumond Wealth Management and Twin Staffing. Horizon Wealth Advisors is an independent, fee-only firm providing comprehensive financial planning and discretionary portfolio management for individuals, trusts, pension plans, and other entities. The firm uses diversified portfolios with mutual funds, ETFs, individual securities, and outside managers, focusing on clients with substantial investable assets.
Owen M
CFA®, Series 65
Houston, TX
Horizon Wealth Advisors
Owen Murray is a CFA® charterholder with 25 years of industry experience. He has been with Horizon Advisors, LLC since 2005. He holds a Series 65 license and is based in Houston, TX. Horizon Wealth Advisors is an independent, fee-only wealth management firm serving individuals, trusts, pension plans, and other entities with substantial investable assets. The firm provides comprehensive financial planning and discretionary portfolio management using diversified portfolios that include mutual funds, ETFs, individual securities, and outside managers.
Joseph T
Houston, TX
Horizon Wealth Advisors
Joseph Thomson III is a financial advisor at Horizon Wealth Advisors with 26 years of industry experience. He has worked at Horizon Advisors, LLC since 1999 and is also vice president and shareholder of Maddox, Thomson & Associates, P.C., a public accounting firm where he dedicates most of his time. Horizon Wealth Advisors is an independent, fee-only wealth management firm serving individuals, trusts, pension plans, and other entities with substantial investable assets. The firm provides comprehensive financial planning and discretionary portfolio management using diversified portfolios and maintains ongoing monitoring with regular account reviews.
Jennifer Y
Houston, TX
Horizon Wealth Advisors
Jennifer Youngblood is a financial advisor with Horizon Wealth Advisors in Houston, TX, holding eight years of industry experience. She previously worked at Maddox, Thomas & Associates, P.C. for 13 years. Horizon Wealth Advisors is an independent, fee-only wealth management firm serving individuals, trusts, pension plans, and other entities, typically with substantial investable assets. The firm provides comprehensive financial planning and discretionary portfolio management using diversified portfolios that include mutual funds, ETFs, individual securities, and outside managers.
Rebecca M
Houston, TX
Horizon Wealth Advisors
Rebecca Mc Elroy is a financial advisor with Horizon Wealth Advisors in Houston, TX, holding 10 years of industry experience. She has worked at Horizon Advisors, LLC since 2016 and previously at Maddox, Thomson and Associates. She serves as treasurer for Houston PetSet, an animal welfare nonprofit organization. Horizon Wealth Advisors is an independent, fee-only firm offering comprehensive financial planning and discretionary portfolio management. The firm serves individuals, trusts, pension plans, and other entities, typically working with clients who have substantial investable assets.
Colin L
CFP®, Series 66
Houston, TX
Horizon Wealth Advisors
Colin Lee is a CFP® professional with 11 years of experience in the financial services industry. He has worked at Horizon Wealth Advisors since 2017 and previously held roles at Securian Financial Services, Planto Roe Financial Services, and Minnesota Life Insurance Company. He holds the Series 66 license and is based in Houston, TX. Horizon Wealth Advisors is an independent, fee-only wealth management firm serving individuals, trusts, pension plans, and other entities with substantial investable assets. The firm provides comprehensive financial planning and discretionary portfolio management using diversified investments and maintains written Investment Policy Statements for clients.
Lawrence M
CFP®
Houston, TX
Horizon Wealth Advisors
Lawrence Maddox is a CFP® professional with 26 years of industry experience, currently serving at Horizon Wealth Advisors in Houston, TX. He has been with Horizon Advisors, LLC since 1999 and previously worked at Maddox, Thomson & Associates, P.C. from 1985 to 2021. Horizon Wealth Advisors is an independent, fee-only firm that provides comprehensive financial planning and discretionary portfolio management. The firm serves individuals, trusts, pension plans, and other entities, focusing on clients with substantial investable assets through diversified portfolios and ongoing account monitoring.
Bradley H
CFP®, Series 66
Houston, TX
Horizon Wealth Advisors
Bradley Hughes is a CFP® with three years of industry experience, currently serving as a financial advisor at Horizon Wealth Advisors. Prior to joining Horizon Wealth Advisors, he worked at Edward Jones for two years. Outside of financial advising, Hughes works as a band consultant and judge for various school districts in the Houston area. Horizon Wealth Advisors is an independent, fee-only wealth management firm that provides comprehensive financial planning and discretionary portfolio management. The firm serves individuals, trusts, pension plans, and other entities, focusing on clients with substantial investable assets.
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