Susan Cook
Horizons Wealth Management · Asheville, North Carolina
Susan Cook is a fee-only financial advisor at Horizons Wealth Management in Asheville, North Carolina. Horizons Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Horizons Wealth Management |
|---|---|
| Based in | Asheville, North Carolina |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $258.2M across 653 accounts |
| SEC registration | Investment adviser representative in NC, SC · CRD 6612756 |
| Exams passed | Series 65 (2016) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.horizonswealth.com |
How Susan's firm compares
- Horizons Wealth Management's average account is about $395,000, from its Form ADV (assets managed divided by 653 accounts).
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Questions about Susan
Is Susan Cook a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Susan holds no broker registration, and Horizons Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Susan charge for financial advice?
Susan's firm, Horizons Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Susan Cook based?
Susan Cook is based in Asheville, North Carolina.
Is Susan Cook registered with the SEC?
Yes. Susan Cook is registered as an investment adviser representative in NC and SC (CRD 6612756), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Horizons Wealth Management manage?
Horizons Wealth Management reports $258.2M across 653 accounts in assets under management.
How do I contact Susan Cook?
Through Susan's website, www.horizonswealth.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
- 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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