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Advisor

Rebecca McElroy

Horizon Wealth Advisors · Houston, Texas

Rebecca McElroy is a fee-only financial advisor at Horizon Wealth Advisors in Houston, Texas. Horizon Wealth Advisors reports charging a percentage of assets and fixed fees on its Form ADV.

Percentage of assetsFixed fees Fee-only

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Facts

FirmHorizon 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
SEC registration Investment adviser representative in TX · CRD 6613571
Firm size4 employees
Disclosures None reported
Websitewww.horizon-advisors.com

How Rebecca's firm compares

  • Horizon Wealth Advisors's average account is about $519,000, from its Form ADV (assets managed divided by 869 accounts).

What fee-only advisors charge in Texas

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Questions about Rebecca

Is Rebecca McElroy a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Rebecca 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 Rebecca charge for financial advice?

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

Where is Rebecca McElroy based?

Rebecca McElroy is based in Houston, Texas.

Is Rebecca McElroy registered with the SEC?

Yes. Rebecca McElroy is registered as an investment adviser representative in TX (CRD 6613571), 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 Rebecca McElroy?

Through Rebecca'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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