A complete list of active advisors currently associated with Horton Financial Planning LLC

Warmer can help you find a great advisor at Horton Financial Planning LLC or one who fits your needs even better.

Horton Financial Planning LLC is a small, fee-only advisory firm that provides hourly, as‑needed financial planning and investment advice primarily to individual clients. Services described in the brochure include comprehensive financial planning across income/expense, tax, insurance, estate, retirement and education areas, together with investment recommendations to implement an agreed asset allocation. The firm follows a fundamental, long-term buy‑and‑hold philosophy and generally recommends passive, low‑cost, no‑load index investments with periodic (about annual) rebalancing. Horton does not offer ongoing discretionary portfolio management or custody of client assets; clients may grant limited trading authority for execution convenience and are responsible for initiating periodic reviews. Compared with many independent advisers, Horton does not use percentage‑of‑assets fees or accept commissions or third‑party compensation, relying instead on hourly, project‑based engagements rather than AUM billing. The practice is a solo CFP® practitioner with a technical engineering background who serves a small client roster (about 29 clients), does not provide continuous monitoring, and has a limited operational footprint.

To learn more about the advisors currently working at Horton Financial Planning LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.