New Horizon Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
New Horizon Wealth Management is a recently formed advisory firm that offers discretionary asset management, financial planning (provided at no additional cost), and qualified plan enrollment and participant education services. The firm also conducts public seminars and workshops intended to educate attendees about investments and the firm’s services.
NHWM documents client goals and builds individualized investment programs using methods that include technical analysis, charting and asset allocation, and it may engage sub‑advisors to manage all or portions of client portfolios under its oversight. For managed accounts the firm operates with discretionary trading authority and conducts periodic account reviews and reporting through custodians.
Distinctive elements in the brochure include an emphasis on retirement‑plan education and public seminars — services that are statistically less common among similar team firms — and a reporting of no assets under management or managed accounts as of the June 2026 calculation, reflecting an early‑stage operation. The brochure also discloses that principals maintain affiliated insurance businesses and may receive separate insurance compensation, a potential conflict the firm says it addresses through disclosures and fiduciary procedures.
Client services
Expertise
Occupation focus
Fee options
Up to $5,000 annually for qualified plan enrollment/education services; up to $99 per person for two-night educational seminars
2% annually; negotiable
Commission received from insurance products sold by owner/representatives as licensed insurance agents
Main office
3930 Fulton Dr NW, Suite 209
Canton OH 44718
Advisors at this office
5
Most active in
North Carolina · Ohio · South Carolina
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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
Quick links
Advisors at this firm
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