Margaret Horsley
Glassy Mountain Advisors · Washington, District of Columbia
Margaret Horsley is a fee-only financial advisor at Glassy Mountain Advisors in Washington, District of Columbia, who holds the CFP credential. Margaret focuses on retirement planning. Glassy Mountain Advisors reports charging a percentage of assets on its Form ADV.
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Specialties
Who they serve
- Executives
- Retirees
- Pre-retirees
- Multi-generational families
Facts
| Firm | Glassy Mountain Advisors |
|---|---|
| Based in | Washington, District of Columbia |
| Fee model (firm's Form ADV) | Percentage of assets |
| Accepting new clients | Yes |
| Assets under management | $369.8M across 329 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in DC, MD, TX · CRD 7288968 |
| Exams passed | Series 63 (2020) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.glassymountainadvisors.com |
How Margaret's firm compares
- Glassy Mountain Advisors's average account is about $1.1 million, from its Form ADV (assets managed divided by 329 accounts).
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Questions about Margaret
Is Margaret Horsley a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Margaret holds no broker registration, and Glassy Mountain Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Margaret charge for financial advice?
Margaret's firm, Glassy Mountain Advisors, reports charging a percentage of assets on its SEC Form ADV.
Where is Margaret Horsley based?
Margaret Horsley is based in Washington, District of Columbia.
What does Margaret specialize in?
Margaret's specialties include retirement planning. Margaret works with executives, retirees, pre-retirees and multi-generational families.
What credentials does Margaret Horsley hold?
Margaret Horsley holds the CFP credential.
Is Margaret Horsley registered with the SEC?
Yes. Margaret Horsley is registered as an investment adviser representative in DC, MD and TX (CRD 7288968), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Glassy Mountain Advisors manage?
Glassy Mountain Advisors reports $369.8M across 329 accounts in assets under management.
How do I contact Margaret Horsley?
Through Margaret's website, www.glassymountainadvisors.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
- Glassy Mountain Advisors website : specialties, clients served, and fees, checked October 30, 2026
- 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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