Andrew Horowitz
Horowitz & Company · Fort Lauderdale, Florida
Andrew Horowitz is a fee-only financial advisor at Horowitz & Company in Fort Lauderdale, Florida, who holds the CFP credential. Horowitz & Company reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Horowitz & Company |
|---|---|
| Based in | Fort Lauderdale, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $180.7M across 429 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, CO, FL, GA, MI, NC, OH, TX, VA, WA · CRD 1521621 |
| Exams passed | Series 63 (1986) |
| Firm size | 2 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.thedisciplinedinvestor.com |
How Andrew's firm compares
- Horowitz & Company's average account is about $421,000, from its Form ADV (assets managed divided by 429 accounts).
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Questions about Andrew
Is Andrew Horowitz a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Andrew holds no broker registration, and Horowitz & Company reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Andrew charge for financial advice?
Andrew's firm, Horowitz & Company, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Andrew Horowitz based?
Andrew Horowitz is based in Fort Lauderdale, Florida.
What credentials does Andrew Horowitz hold?
Andrew Horowitz holds the CFP credential.
Is Andrew Horowitz registered with the SEC?
Yes. Andrew Horowitz is registered as an investment adviser representative in CA, CO, FL, GA, MI, NC, OH, TX, VA and WA (CRD 1521621), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Horowitz & Company manage?
Horowitz & Company reports $180.7M across 429 accounts in assets under management.
How do I contact Andrew Horowitz?
Through Andrew's website, www.thedisciplinedinvestor.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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