Measured Horizon Wealth
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Measured Horizon Wealth is an independent, fee-only registered investment adviser that provides financial planning and ongoing wealth management to individuals and high-net-worth households. Services include one-time foundational planning engagements, recurring wealth management organized by service tiers, and standalone advanced planning projects such as equity-compensation, concentrated-stock, business-owner, and liquidity-event planning.
The firm implements portfolios using a mix of active and passive vehicles (stocks, bonds, mutual funds, and ETFs) and applies modern portfolio theory alongside fundamental and cyclical analysis to set asset-allocation and risk profiles. Clients are served through a structured annual service calendar with at least quarterly account supervision, discretionary trading authority options, and the ability to impose reasonable investment restrictions in writing.
Noteworthy for a newly formed independent adviser, the firm documents fixed-scope planning packages with defined hours and project-based scopes for complex assignments and clearly separates foundational planning from ongoing management across three managed-service tiers. The principal’s engineering and corporate operations background combined with small-business ownership experience is presented as a practical foundation for working with executives, technical leaders, and business owners.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
Foundational Planning Engagement fixed fees ranging from $3,200 to $14,000
$0 - $2,500,000: 0.80% $2,500,001 - $10,000,000: 0.60% $10,000,001+: 0.50%
$200 per hour for advanced planning projects
Account minimum: $500,000 Fee-only: Financial planning fixed fees ranging from $3,200 to $14,000 depending on complexity; hourly rate $200/hour for advanced planning projects.
Main office
Gilbert AZ
Advisors at this office
1
Most active in
Arizona
Also doing business as
Measured Horizon Wealth · Measured Horizon Wealth 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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