David Hunter
Horizons Wealth Management, Inc · Greenville, South Carolina
David Hunter is a fee-only financial advisor at Horizons Wealth Management, Inc in Greenville, South Carolina, who holds the CFP credential. David charges a one-time planning fee (one-time plans from $3,600).
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Who they serve
- Retirees
- Pre-retirees
Facts
| Firm | Horizons Wealth Management, Inc |
|---|---|
| Based in | Greenville, South Carolina |
| Fee model | One-time planning fee |
| Fees (firm's website) | One-time plans from $3,600 |
| Accepting new clients | Yes |
| Assets under management | $258.2M across 653 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NC, SC, TX · CRD 4870351 |
| Exams passed | Series 65 (2003) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | horizonswealth.com |
| Profile |
How David's firm compares
- A one-time plan starts at $3,600, above the US median of $2,000 for fee-only firms that publish prices.
- Horizons Wealth Management, Inc's average account is about $395,000, from its Form ADV (assets managed divided by 653 accounts).
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Questions about David
Is David Hunter a fee-only financial advisor?
Yes. David Hunter is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by David's firm.
How does David charge for financial advice?
David charges a one-time planning fee.
How much does David charge?
According to Horizons Wealth Management, Inc's website, checked October 28, 2026: one-time plans from $3,600.
Where is David Hunter based?
David Hunter is based in Greenville, South Carolina.
What credentials does David Hunter hold?
David Hunter holds the CFP credential.
Is David Hunter registered with the SEC?
Yes. David Hunter is registered as an investment adviser representative in NC, SC and TX (CRD 4870351), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Horizons Wealth Management, Inc manage?
Horizons Wealth Management, Inc reports $258.2M across 653 accounts in assets under management.
How do I contact David Hunter?
Through David's website, horizonswealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- Horizons Wealth Management, Inc website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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