Measured Horizon Wealth
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About
Measured Horizon Wealth LLC is a fee-only registered investment adviser that serves individual and high‑net‑worth clients with both financial planning and portfolio management services. The firm offers one‑time foundational planning engagements as well as ongoing wealth management relationships that implement and monitor client portfolios.
MHW operates a two‑phase service model: an initial Foundational Planning Engagement delivered as fixed‑fee planning packages, followed by tiered Ongoing Wealth Management; advanced planning projects are scoped separately and billed on an hourly basis. Investment work emphasizes asset allocation and Modern Portfolio Theory, uses a mix of passive and active vehicles, and includes discretionary management with quarterly reviews guided by an annual service calendar.
Notably, despite being a no‑active‑advisors firm, MHW combines fixed planning fees and hourly billing while explicitly providing portfolio management for individual clients, a mix that is uncommon among peers. The firm is fee‑only, does not act as a private fund adviser, and recommends an institutional custodian platform (Altruist) while requiring separate written scopes for advanced planning projects.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
Phase 1 Foundational Planning Engagement fees ranging from $3,200 to $14,000 based on client complexity
$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: Phase 1 financial planning fixed fees ranging from $3,200 to $14,000 depending on client complexity
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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