# Jonathan Blazick

> Jonathan Blazick is a fee-only financial advisor at Horizon Financial in West Henrietta, New York. Jonathan focuses on retirement planning. Horizon Financial reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/jonathan-blazick/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Horizon Financial
- **Based in:** West Henrietta, New York
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $510.2M across 1,585 accounts
- **Specialties:** Retirement planning
- **Works with:** Retirees, Pre-retirees
- **CRD:** 6896643 (https://adviserinfo.sec.gov/individual/summary/6896643)
- **SEC registration:** Investment adviser representative in FL, MA, MD, NC, NH, NY, PA, SC, TX, VA
- **Exams passed:** Series 65 (2018)
- **Firm size:** 9 employees
- **Disclosures:** None reported
- **Website:** https://www.horizonfinancial.net

## Frequently asked questions

### Is Jonathan Blazick a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Jonathan holds no broker registration, and Horizon Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Jonathan charge for financial advice?

Jonathan's firm, Horizon Financial, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Jonathan Blazick based?

Jonathan Blazick is based in West Henrietta, New York.

### What does Jonathan specialize in?

Jonathan's specialties include retirement planning. Jonathan works with retirees and pre-retirees.

### Is Jonathan Blazick registered with the SEC?

Yes. Jonathan Blazick is registered as an investment adviser representative in FL, MA, MD, NC, NH, NY, PA, SC, TX and VA (CRD 6896643), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Horizon Financial manage?

Horizon Financial reports $510.2M across 1,585 accounts in assets under management.

### How do I contact Jonathan Blazick?

Through Jonathan's website, www.horizonfinancial.net.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6896643): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://horizonfinancial.net/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.