Kingston Horizon Advisors LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Kingston Horizon Advisors LLC provides investment advisory and financial planning services to pension plans, businesses, non-profit and government entities, trusts, families, and individual investors. Its offerings include discretionary portfolio management using low-cost mutual funds and ETFs, standalone financial planning engagements, and retirement plan advisory services.
The firm typically builds diversified, long-term oriented portfolios tailored to a client’s stated goals, risk tolerance and financial situation, employing both fundamental and technical analysis and, when appropriate, individual stocks, bonds, or options. KHA also performs ongoing monitoring and rebalancing, tax-aware disposition of legacy holdings, and fixed-fee financial planning engagements that may lead to implementation of managed accounts.
What is distinctive about the firm is its provision of retirement plan advisory and pension-consulting services (including IPS design and monitoring, vendor analysis, benchmarking, ERISA 404(c) assistance and participant education tracking) while operating as a small, newly established independent advisor; offering 3(21)-style fiduciary support is relatively uncommon among peers of this scale. The firm manages a modest amount of discretionary client assets (approximately $102,592 as of the most recent filing), which highlights an atypical mix of institutional retirement-plan consulting alongside individualized investment management.
Client services
Fee options
$0 - $100,000: 1.50% $100,001 - $250,000: 1.25% $250,000 - $500,000: 1.00% $500,000 - $750,000: 0.85% $750,001 - $1,000,000: 0.75% $1,000,001 - $1,500,000: 0.625% $1,500,001 - $2,000,000: 0.50% $2,000,001 - $5,000,000: 0.375% $5,000,000+: 0.25%
Fee-only: Fixed fee ranging from $1,000 to $5,000 per engagement for financial planning services
Main office
Paramus NJ
Advisors at this office
1
Most active in
New Jersey
Also doing business as
Kingston Horizon Advisors LLC · Kingston Horizon Consulting LLC
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.
Forms ADV
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