# Horizon Wealth Management

> Horizon Wealth Management is an SEC-registered investment advisory firm in La Grange, IL, registered since 2014, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated February 5, 2026.

- CRD: 170255
- Filed as: HORIZON WEALTH MANAGEMENT
- Legal name: Horizon Wealth Management, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: La Grange, IL
- Filing period: October 2026
- Form ADV filing dated: February 5, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/170255
- AdvisorCensus page: https://advisorcensus.com/firm/horizon-wealth-management-la-grange-il-170255

## Quick answers

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

**How much does Horizon Wealth Management charge?**
Its Form ADV Part 2A brochure dated February 5, 2026 states: Asset-based fee: up to 1.5% of assets a year (the maximum the brochure states); Hourly rate: $250 an hour (Financial Planning Services); Flat fee: $500 to $3,000 (Financial Planning Services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Horizon Wealth Management located?**
Horizon Wealth Management's principal office is in La Grange, IL, according to its Form ADV; the March 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Horizon Wealth Management registered with the SEC or a state?**
Horizon Wealth Management is an SEC-registered investment advisory firm, registered since 2014. Status as filed: Approved. CRD 170255.

**How much does Horizon Wealth Management manage?**
Horizon Wealth Management reports $1,077,017,151 in regulatory assets under management in its Form ADV filing dated February 5, 2026 (100% discretionary).

**How have Horizon Wealth Management's assets and staff changed since 2021?**
In the Form ADV data for Horizon Wealth Management: Regulatory assets under management: $702,160,862 in the October 2021 data and $1,077,017,151 in the October 2026 data, up 53%. Total employees: 11 in October 2021 and 10 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Horizon Wealth Management serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (868); high net worth individuals (412); pension and profit sharing plans (but not the plan participants or government pension plans) (17).

**Which custodians does Horizon Wealth Management use?**
Horizon Wealth Management's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists LPL Financial LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Horizon Wealth Management 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/170255

**What changed in Horizon Wealth Management's recent Form ADV filings?**
In the March 2026 filing data: Regulatory assets under management went from $945,761,317 to $1,077,017,151 (+14%).

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated February 5, 2026)

- Asset-based fee: up to 1.5% of assets a year (the maximum the brochure states)

> Investment advisory fees range up to 1.50% annually based on several factors, including the complexity of the services to be provided, the level of assets to be managed, and the overall relationship with the Advisor.

- Hourly rate: $250 an hour (Financial Planning Services)

> Horizon offers standalone financial planning services either on an hourly basis or for a fixed fee. Hourly engagement fees are charged at $250.

- Flat fee: $500 to $3,000 (Financial Planning Services)

> Fixed fees range from $500 to $3,000. Fees may be negotiable based on the nature and complexity of the services to be provided

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

### Custodians (Schedule D, Section 5.K(3))
- LPL Financial 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: $1,077,017,151
- Discretionary: $1,077,017,151
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 868 | $198,304,832 |
| High net worth individuals | 412 | $831,990,251 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 17 | $30,777,967 |
| Charitable organizations | Fewer than 5 | $2,067,032 |
| Corporations or other businesses not listed above | 9 | $13,877,069 |

### 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

### Firm details
- Registered since: 2014 (12 years)
- Employees: 10 total, 6 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: AZ, CA, CO, FL, GA, IL, IN, MI, MN, NC, NY, OH, SC, TN, TX, WA, WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the March 2026 filing
- Los Angeles, CA

### Websites listed on Form ADV (Item 1.I)
- horizonwealth.biz
- Facebook @HORIZONWEALTHLAGRANGE
- LinkedIn @horizonwealthmanagementllc

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $702,160,862 | 11 | March 29, 2021 |
| October 2022 | $869,239,490 | 9 | June 14, 2022 |
| October 2023 | $783,012,062 | 8 | March 21, 2023 |
| October 2024 | $938,717,775 | 10 | June 12, 2024 |
| October 2025 | $945,761,317 | 10 | June 4, 2025 |
| October 2026 | $1,077,017,151 | 10 | February 5, 2026 |

Regulatory assets under management: $702,160,862 in the October 2021 data and $1,077,017,151 in the October 2026 data, up 53%.
Total employees: 11 in October 2021 and 10 in October 2026.

## Changes in the filing (last 12 months)

### March 2026
- Regulatory assets under management went from $945,761,317 to $1,077,017,151 (+14%).

### January 2026
- No longer registered or notice-filed in LA.

### December 2025
- Registered or notice-filed in NC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Horizon Wealth Management (CRD 170255): Form ADV filing data as of October 2026.