Pax Horizon Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Pax Horizon Wealth Management, LLC is a fee‑only advisory firm that serves individual clients with both investment management and financial planning services. The firm, formed in late 2025 and operated by a single principal, offers ongoing comprehensive planning, project‑based planning, and portfolio management covering stocks, bonds, mutual funds, ETFs and cash equivalents.
Pax Horizon’s investment approach emphasizes asset allocation guided by Modern Portfolio Theory and a preference for passive funds to implement targeted exposures; portfolios are managed on a discretionary basis and reviewed quarterly. The firm relies on an institutional custodial and execution platform (Altruist) for custody and trade execution and integrates planning conversations into its investment oversight.
Noteworthy aspects include that the firm was newly registered with no assets under management or clients at the time of the brochure and that the principal continues to hold outside employment that consumes a substantial portion of his time. For a solo practice, Pax Horizon’s written offerings span a wide set of planning topics (including business planning and employee benefits optimization), it maintains an institutional custodian relationship it generally recommends to clients, does not take custody of client assets, and does not vote client proxies.
Client services
Expertise
Fee options
Fixed fees for Project-Based Financial Planning ranging from $1,000 to $10,000; Comprehensive Ongoing Financial Planning fees range from $2,000 to $10,000 annually.
Hourly rate of $250 for Project-Based Financial Planning services.
Fee-only: Annual advisory fee for investment management services is 0.75% for clients participating in financial planning services.
Main office
Vista CA
Advisors at this office
1
Most active in
California · Texas
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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