Colin Lee
Horizon Wealth Advisors · Houston, Texas
Colin Lee is a fee-only financial advisor at Horizon Wealth Advisors in Houston, Texas, who holds the CFP credential. Horizon Wealth Advisors reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Horizon Wealth Advisors |
|---|---|
| Based in | Houston, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $451.4M across 869 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TX · CRD 6403591 |
| Exams passed | Series 66 (2014) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.horizon-advisors.com |
How Colin's firm compares
- Horizon Wealth Advisors's average account is about $519,000, from its Form ADV (assets managed divided by 869 accounts).
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Questions about Colin
Is Colin Lee a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Colin holds no broker registration, and Horizon Wealth Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Colin charge for financial advice?
Colin's firm, Horizon Wealth Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Colin Lee based?
Colin Lee is based in Houston, Texas.
What credentials does Colin Lee hold?
Colin Lee holds the CFP credential.
Is Colin Lee registered with the SEC?
Yes. Colin Lee is registered as an investment adviser representative in TX (CRD 6403591), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Horizon Wealth Advisors manage?
Horizon Wealth Advisors reports $451.4M across 869 accounts in assets under management.
How do I contact Colin Lee?
Through Colin's website, www.horizon-advisors.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Houston
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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