Horizons Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$247,860,000
Clients
281
Advisors
3
of 4 employees
About
Horizons Wealth Management serves individuals, business owners, executives and high‑earning technology employees, as well as charitable organizations, providing comprehensive financial planning, wealth management, and retirement-plan consulting. The firm uses a tiered client engagement model that ranges from brief discovery consultations and standalone planning projects to ongoing portfolio management and implementation services.
Investment implementation is centered on strategic asset allocation, primarily using index exchange-traded funds and other diversified vehicles, with each client guided by a customized Investment Policy Statement and periodic rebalancing rather than market timing. Financial planning leverages Monte Carlo projections (Moneytree Plan®) and portfolios are managed on a discretionary basis with custody and trade execution provided through a national broker-dealer relationship.
Noteworthy for a small advisory team, the firm manages roughly $258 million in client assets and maintains a formal capacity policy to limit new relationships or add staff to preserve service levels. Horizons operates on a fee-only basis, offers both project-based planning and a lighter managed-portfolio option, discloses retained access to held-away account credentials (a practice the firm reports has led to a custody designation), allows clients to direct ownership of specific securities within IPS constraints, and does not vote client proxies.
Client services
Expertise
Occupation focus
Fee options
Flat fees generally range from $3,600 and up for comprehensive financial plans; investment analysis fees from $1,500 and up
$0 - $1,000,000: 0.875% $1,000,001 - $2,000,000: 0.75% $2,000,001 - $5,000,000: 0.60% $5,000,001 - $10,000,000: 0.45% $10,000,000+: 0.30%
$300 per hour for consultations and financial planning services
Account minimum: $200,000 Minimum fee: $4,000 per quarter minimum Wealth Management fee Fee-only: Fee-only, no commissions or performance-based fees
Main office
82 Patton Ave., Suite 206
Asheville NC 28801
Advisors at this office
3
Most active in
North Carolina · South Carolina · Texas
Also doing business as
Horizons Wealth Management · Horizons Wealth Management, Inc. · Martin, Glen J.
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
David H
CFP®, Series 65
Asheville, NC
Horizons Wealth Management
David Hunter is a CFP® with 22 years of industry experience. He has worked at Horizons Wealth Management since 2007 and previously at Kenneth Frenke & Co from 2004 to 2007. He holds a Series 65 license and is based in Asheville, NC. Horizons Wealth Management serves individuals, business owners, executives, high-earning technology employees, and charitable organizations with financial planning, wealth management, and retirement-plan consulting. The firm emphasizes strategic asset allocation using index ETFs and diversified vehicles, guided by customized Investment Policy Statements and periodic rebalancing.
Glen M
CFP®, Series 66
Asheville, NC
Horizons Wealth Management
Glen Martin is a CFP® and Series 66 credentialed advisor at Horizons Wealth Management in Asheville, NC, with 20 years of industry experience. He has been with Horizons Wealth Management since 2003. Horizons Wealth Management serves individuals, business owners, executives, high-earning technology employees, and charitable organizations by providing comprehensive financial planning, wealth management, and retirement-plan consulting. The firm emphasizes a tiered client engagement model and strategic asset allocation primarily through index ETFs and diversified vehicles.
Susan C
Series 65
Asheville, NC
Horizons Wealth Management
Susan Cook is a financial advisor at Horizons Wealth Management in Asheville, NC, holding a Series 65 designation with nine years of industry experience. She has been with Horizons Wealth Management since 2015. Outside of her advisory role, she is a part owner of the Rough and Tumble Lodge in New Zealand and provides hourly-based financial planning through her practice, Susan Cook Financial Planning. Horizons Wealth Management serves individuals, business owners, and charitable organizations with comprehensive financial planning, wealth management, and retirement plan consulting. The firm employs a strategic asset allocation approach using primarily ETFs, customizes portfolios to client Investment Policy Statements, and offers both full-service and lower-touch managed portfolio options.
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