A complete list of active advisors currently associated with Measured Horizon Wealth
Warmer can help you find a great advisor at Measured Horizon Wealth or one who fits your needs even better.
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.
To learn more about the advisors currently working at Measured Horizon Wealth, 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.
Name |
Location |
Years of experience |
|---|---|---|
Gilbert, AZ
| 0
|
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