Horizon Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$1,030,295,083
Clients
1,280
Advisors
6
across 2 offices
About
Horizon Wealth Management is an SEC-registered advisory firm that serves individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and retirement plans. The firm offers discretionary investment management, financial planning, and retirement-plan advisory services, including ERISA 3(21) and 3(38) roles.
Horizon’s investment process is primarily long-term and fiduciary in orientation, building diversified portfolios using mutual funds, ETFs and, when appropriate, individual securities informed by fundamental, technical and charting analysis. The firm provides ongoing portfolio monitoring and periodic reviews, and may transact over shorter horizons for rebalancing, tax reasons, or to address changing client needs.
Compared with peers, Horizon is notable for managing roughly $1.08 billion for about 1,280 clients with a six-advisor team — an unusually high client count per advisor (200+), which may affect the scale and delivery of service. The firm also sponsors a wrap-fee program that bundles transaction and custody costs and publicly uses endorsements and third‑party ratings in its advertising; additionally, it operates with an institutional relationship with LPL Financial and discloses that advisory persons are registered representatives and some hold insurance licenses, items the brochure identifies as potential conflicts and platform influences.
Client services
Expertise
Occupation focus
Fee options
Financial planning services fixed fees ranging from $500 to $3,000; Retirement plan advisory flat fees generally ranging from $500 to $2,000.
up to 1.50% annually for investment management services
Advisory Persons receive commissions as registered representatives of LPL Financial and as insurance agents; commissions are separate from advisory fees.
Financial planning services charged at $250 per hour.
Account minimum: Horizon generally does not impose a minimum relationship size. Fee-only: Investment advisory fees up to 1.50% annually, negotiable; Retirement plan advisory fees up to 1.50% annually or flat fees from $500 to $2,000; Financial planning fixed fees from $500 to $3,000; Hourly financial planning fees at $250/hour.
Main office
See office22 Calendar Court, 2nd Floor
La Grange IL 60525
Advisors at this office
4
Offices (2)
Most active in
Arizona · California · Colorado · Florida · Georgia · Illinois · Indiana · Michigan · Minnesota · New York · North Carolina · Ohio · South Carolina · Tennessee · Texas · Washington · Wisconsin
Also doing business as
Horizon Wealth Management · Horizon Wealth Management, LLC · Rw Wealth Management
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.
Quick links
Advisors at this firm
Ryan W
CFP®, Series 63, Series 66
La Grange, IL
Horizon Wealth Management
Ryan Williamson is a CFP® professional with 26 years of industry experience. He has been with Horizon Wealth Management since 2014 and has worked with LPL Financial for over two decades. Outside of his advisory work, he is an author of a financial planning book and plays guitar in a band. Horizon Wealth Management serves individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and retirement plans. The firm provides discretionary investment management and financial planning with a long-term, fiduciary approach, managing diversified portfolios and offering ongoing portfolio monitoring.
Ronald R
CFP®, Series 66
La Grange, IL
Horizon Wealth Management
Ronald Reitz Jr. is a CFP® professional with six years of industry experience, currently serving as an advisor at Horizon Wealth Management. Prior to joining Horizon, he held roles at LPL Financial, Capital Analysts, Lincoln Investment, and Equitable Advisors, among others. Horizon Wealth Management is an SEC-registered advisory firm that provides financial planning and discretionary investment management services to individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and retirement plans. The firm employs a primarily long-term, fiduciary investment approach, utilizing diversified portfolios and ongoing portfolio monitoring.
Bruce H
CFP®, Series 63, Series 65
Los Angeles, CA
Horizon Wealth Management
Bruce Heymont is a CFP® professional with 38 years of experience in the financial services industry. He is currently with Horizon Wealth Management, where he has worked since 2022. His prior experience includes roles at Heymont & Company, Inc. and LPL Financial. Horizon Wealth Management is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and retirement plans. The firm focuses on long-term, fiduciary-oriented investment management and financial planning, utilizing diversified portfolios with mutual funds, ETFs, and individual securities supported by fundamental and technical analysis.
Barbara A
CFP®, Series 63
Los Angeles, CA
Horizon Wealth Management
Barbara Abundiz is a CFP® with 17 years of industry experience, currently serving as an advisor at Horizon Wealth Management. She has previously worked at The Heymont Group and Heymont & Company, Inc., and has been associated with LPL Financial since 2008. In addition to her advisory role, she is involved with BABS MICHAEL, LLC, a non-investment-related business entity. Horizon Wealth Management is an SEC-registered firm that serves individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and retirement plans. The firm focuses on long-term, fiduciary investment management using diversified portfolios and provides financial planning and retirement-plan advisory services.
Paul F
Series 63, Series 66
La Grange, IL
Horizon Wealth Management
Paul Fousek is a financial advisor with Horizon Wealth Management in La Grange, IL, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with Horizon Wealth Management since 2014 and has worked with LPL Financial since 2005. He serves as a business fellow at Norwich University, meeting regularly to support the enhancement of student offerings. Horizon Wealth Management is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and retirement plans. The firm employs a primarily long-term, fiduciary investment approach with diversified portfolios and offers discretionary management, financial planning, and ERISA 3(21) and 3(38) retirement-plan advisory services.
Kaitlin H
Series 65
La Grange, IL
Horizon Wealth Management
Kaitlin Hyland is a financial advisor at Horizon Wealth Management with four years of industry experience. She holds the Series 65 designation and has worked previously at Cresset Asset Management and Horizon Wealth Management. Horizon Wealth Management is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and retirement plans. The firm employs a primarily long-term, fiduciary investment approach using diversified portfolios of mutual funds, ETFs, and individual securities, supported by ongoing monitoring and periodic reviews.
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