# Horizon Wealth Advisors

> Horizon Wealth Advisors is an SEC-registered investment advisory firm in Houston, TX, registered since 2003, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 9, 2026.

- CRD: 114102
- Filed as: HORIZON WEALTH ADVISORS
- Legal name: Horizon Advisors, LLC
- Also doing business as: HORIZON WEALTH ADVISORS
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Houston, TX
- Filing period: October 2026
- Form ADV filing dated: September 9, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/114102
- AdvisorCensus page: https://advisorcensus.com/firm/horizon-wealth-advisors-houston-tx-114102

## Quick answers

**How is Horizon Wealth Advisors compensated?**
On its Form ADV (Item 5.E, October 2026), Horizon Wealth Advisors reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**How much does Horizon Wealth Advisors charge?**
Its Form ADV Part 2A brochure dated March 12, 2026 states: Hourly rate: $150 to $350 an hour (Consultations regarding investments not resulting in investment management…). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Horizon Wealth Advisors located?**
Horizon Wealth Advisors' principal office is in Houston, TX, according to its Form ADV.

**Is Horizon Wealth Advisors registered with the SEC or a state?**
Horizon Wealth Advisors is an SEC-registered investment advisory firm, registered since 2003. Status as filed: Approved. CRD 114102.

**How much does Horizon Wealth Advisors manage?**
Horizon Wealth Advisors reports $451,430,132 in regulatory assets under management in its Form ADV filing dated September 9, 2026 (85% discretionary).

**How have Horizon Wealth Advisors' assets and staff changed since 2021?**
In the Form ADV data for Horizon Wealth Advisors: Regulatory assets under management: $301,861,225 in the October 2021 data and $451,430,132 in the October 2026 data, up 50%. Total employees: 5 in October 2021 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Horizon Wealth Advisors serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (96); high net worth individuals (94); corporations or other businesses not listed above (7).

**Which custodians does Horizon Wealth Advisors use?**
Horizon Wealth Advisors' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Fidelity Brokerage Services LLC as custodians holding 10% or more of its separately managed account assets.

**Does Horizon Wealth Advisors report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/114102

**What changed in Horizon Wealth Advisors' recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 3 to 4. Regulatory assets under management went from $406,916,631 to $451,430,132 (+11%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 12, 2026)

- Minimum annual fee: $11,250

> The preferred minimum annual fee is $11,250 and is negotiable.

- Hourly rate: $150 to $350 an hour (Consultations regarding investments not resulting in investment management…)

> Consultations regarding investments not resulting in investment management or investment advising will be charged at hourly rates ranging from $150 to $350 per hour, depending upon the experience and expertise of the individual providing the service.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Fidelity Brokerage Services LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $451,430,132
- Discretionary: $382,243,174
- Non-discretionary: $69,186,958

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 96 | $30,374,125 |
| High net worth individuals | 94 | $415,537,674 |
| Charitable organizations | 2 | $2,206,061 |
| Corporations or other businesses not listed above | 7 | $3,312,272 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2003 (23 years)
- Employees: 4 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- horizon-advisors.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $301,861,225 | 5 | February 24, 2021 |
| October 2022 | $365,543,497 | 4 | March 10, 2022 |
| October 2023 | $339,332,834 | 4 | February 16, 2023 |
| October 2024 | $375,277,034 | 5 | March 7, 2024 |
| October 2025 | $406,916,631 | 5 | February 25, 2025 |
| October 2026 | $451,430,132 | 4 | September 9, 2026 |

Regulatory assets under management: $301,861,225 in the October 2021 data and $451,430,132 in the October 2026 data, up 50%.
Total employees: 5 in October 2021 and 4 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 3 to 4.
- Regulatory assets under management went from $406,916,631 to $451,430,132 (+11%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Horizon Wealth Advisors (CRD 114102): Form ADV filing data as of October 2026.