East Horizon Investments
Cambridge, Massachusetts
East Horizon Investments at a glance
- One of 352 fee-only firms based in Massachusetts in the Wellspent graph.
- 2 advisors are listed here; 1 of 2 hold the CFP.
- Its Form ADV reports 2 employees and 35 individual clients, 17 of them high net worth.
- Its average account is about $730,000 (assets it manages divided by its 87 accounts).
Fee-only advisors in Massachusetts · What fee-only advisors charge in Massachusetts
Facts
| Based in | Cambridge, Massachusetts |
|---|---|
| Website | easthorizoninvestments.com |
| [email protected] | |
| Phone | (617) 401-2704 |
Questions about East Horizon Investments
How much does East Horizon Investments charge?
East Horizon Investments publishes these prices: asset-based fee: 1% a year on the first tier of assets. We found this on its website, checked October 28, 2026.
How is East Horizon Investments paid?
East Horizon Investments's Form ADV says it is paid by: percentage of assets, hourly.
How many advisors does East Horizon Investments have in the Wellspent public graph?
The Wellspent public graph lists 2 advisors at East Horizon Investments, and 1 hold the CFP.
What is the average account at East Horizon Investments?
East Horizon Investments's average account is about $730,000. That's the assets on its Form ADV divided by its 87 accounts.
East Horizon Investments fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Asset-based fee | 1% a year on the first tier of assets |
|---|---|
| How it charges | Percentage of assets |
In the firm's words
"Upto $1.0 million 1.00%" source
"Over $10 million 0.50%" source
"Upto $1.0 million 1.00%" source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly |
|---|---|
| Assets managed | $64 million |
| Individual clients | 18 |
| High-net-worth clients | 17 |
| Accounts managed | 87 |
| Employees | 2 |
| Planning clients | 11-25 |
| Financial planning | Offered |
| Form ADV filed | May 25, 2026 |
| SEC record | CRD 158364 |