Zach Thomas
Growth Horizons Wealth Management · Georgetown, Texas
Zach Thomas is a fee-only financial advisor at Growth Horizons Wealth Management in Georgetown, Texas, who holds the CFP credential. Zach charges a one-time planning fee (typically works with clients with $500,000 or more) and focuses on small business owners and founders (pre-exit).
Request an introduction to Zach →
Specialties
Who they serve
- Founders
- High earners
Facts
| Firm | Growth Horizons Wealth Management |
|---|---|
| Based in | Georgetown, Texas |
| Fee model | One-time planning fee |
| Fees (firm's website) | Typically works with clients with $500,000 or more |
| Accepting new clients | Yes |
| Assets under management | $58.3M across 273 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in AZ, CA, TX · CRD 6924817 |
| Exams passed | Series 65 (2018) · Series 63 (2018) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | growthhorizonswm.com |
| Profile |
How Zach's firm compares
- Growth Horizons Wealth Management's average account is about $214,000, from its Form ADV (assets managed divided by 273 accounts).
Request an introduction to Zach
Tell Zach a little about what you're looking for. Zach isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Zach
Is Zach Thomas a fee-only financial advisor?
Yes. Zach Thomas is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Zach's firm.
How does Zach charge for financial advice?
Zach charges a one-time planning fee.
How much does Zach charge?
According to Growth Horizons Wealth Management's website, checked October 28, 2026: typically works with clients with $500,000 or more.
Where is Zach Thomas based?
Zach Thomas is based in Georgetown, Texas.
What does Zach specialize in?
Zach's specialties include small business owners and founders (pre-exit). Zach works with founders and high earners.
What credentials does Zach Thomas hold?
Zach Thomas holds the CFP credential.
Is Zach Thomas registered with the SEC?
Yes. Zach Thomas is registered as an investment adviser representative in AZ, CA and TX (CRD 6924817), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Growth Horizons Wealth Management manage?
Growth Horizons Wealth Management reports $58.3M across 273 accounts in assets under management.
How do I contact Zach Thomas?
Through Zach's website, growthhorizonswm.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Georgetown
Other advisors in Texas who focus on small business owners
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- Growth Horizons Wealth Management 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.
See something wrong? Request a correction. Read our methodology.