Firm
Growth Horizons Wealth Management
Georgetown, Texas
Fee-only
Growth Horizons Wealth Management at a glance
- One of 690 fee-only firms based in Texas in the Wellspent graph.
- 2 advisors are listed here; 1 of 2 hold the CFP.
- Its Form ADV reports 2 employees and 81 individual clients, 20 of them high net worth.
- Its average account is about $214,000 (assets it manages divided by its 273 accounts).
- Its website says it's taking new clients.
Fee-only advisors in Texas · What fee-only advisors charge in Texas
Facts
| Based in | Georgetown, Texas |
|---|---|
| Website | growthhorizonswm.com |
| [email protected] | |
| Phone | (737) 215-8317 |
Growth Horizons Wealth Management fees
Growth Horizons Wealth Management doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: one-time plans or projects. Ask for its Form ADV Part 2A, which must describe its fees.
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 · Fixed fees |
|---|---|
| Assets managed | $58 million |
| Individual clients | 61 |
| High-net-worth clients | 20 |
| Accounts managed | 273 |
| Employees | 2 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | July 21, 2026 |
| SEC record | CRD 328037 |