The Horst Group, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm serves individual clients as well as employer plan sponsors, offering fee-only financial planning, discretionary investment management, and retirement plan consulting. It also conducts educational seminars and workshops intended to provide general investment and personal finance information to groups.
Its investment approach is grounded in modern portfolio principles and strategic asset allocation, employing a mix of passive and active vehicles and constructing written investment policy statements for clients. The firm may use third-party sub‑advisors for portfolio management, manages accounts on a discretionary basis when authorized, and provides periodic reviews with up to three scheduled check‑ins per year plus ongoing email and phone support.
What distinguishes this firm from many peers is the combination of pension/retirement plan consulting (including acting in a fiduciary capacity for covered plans) and a public educational offering, both of which are relatively uncommon for independent advisors. The practice is boutique in scale—managing roughly $29 million for a small client base—and offers a bundled Financial Life Management service that integrates ongoing planning with optional discretionary management alongside shorter, fixed-scope “check up” planning engagements.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
Financial Check Up fee of $2,500; Financial Life Management initial fee up to $2,500 plus ongoing fees
$0 - $2,000,000: 1.00% $2,000,001 - $5,000,000: 0.85% $5,000,001 - $10,000,000: 0.65% $10,000,001+: 0.50%
Minimum fee: Financial Check Up fixed fee of $2,500 Fee-only: Fee-only compensation, no commissions
Main office
Denver CO
Advisors at this office
1
Most active in
California · Colorado
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
Quick links
Advisors at this firm
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