Pax Horizon Wealth Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
Pax Horizon Wealth Management is a fee-only registered investment adviser that provides investment management and financial planning services to individual clients. The firm develops written investment policies and asset-allocation targets, offers ongoing discretionary portfolio supervision, and provides both comprehensive ongoing and limited-scope project-based planning engagements.
The firm’s investment approach emphasizes asset allocation and Modern Portfolio Theory, with portfolios constructed from diversified exposures including stocks, bonds, mutual funds, and ETFs and a preference for passive/index funds where appropriate. Accounts are managed on a discretionary basis and reviewed periodically, with decisions guided by each client’s objectives, risk tolerance, and tax considerations.
Distinctive features include offering project-based and hourly financial-planning engagements in addition to the more common percentage-of-AUM billing, a combination that is less common among investment-manager peers. The firm is newly formed and reported no assets under management at the most recent reporting date, relies on an institutional relationship with a recommended custodial platform rather than holding custody itself, does not vote client proxies, and its principal maintains substantial outside employment that occupies a significant portion of their time.
Client services
Financial planning
Portfolio management
Expertise
College savings (529s, UTMA, etc.)
Business ownership considerations
Cash flow / budgeting
Fee options
Project-based financial planning fees range from $1,000 to $10,000; Comprehensive ongoing financial planning fees range from $2,000 to $10,000 annually
0.75% annually for clients participating in financial planning services
Hourly rate of $250 for project-based financial planning
Fee-only: Fee-only firm; compensated solely by clients for services
Main office location
Pax Horizon Wealth Management, LLC
Vista CA, United States
Number of offices
1
Most active in
Pax Horizon Wealth Management, LLC has reported serving >5 clients in these states in the last 12 months.
California
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
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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