Horizon Advisors LLC
Rome, Georgia
Horizon Advisors LLC at a glance
- One of 307 fee-only firms based in Georgia in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 72 individual clients, 1 of them high net worth.
- Its average account is about $116,000 (assets it manages divided by its 72 accounts).
Fee-only advisors in Georgia · What fee-only advisors charge in Georgia
Facts
| Based in | Rome, Georgia |
|---|---|
| Website | horizonromeadv.com |
| [email protected] | |
| Phone | (706) 784-7100 |
Questions about Horizon Advisors LLC
How is Horizon Advisors LLC paid?
Horizon Advisors LLC's Form ADV says it is paid by: percentage of assets, hourly, fixed fees.
How many advisors does Horizon Advisors LLC have in the Wellspent public graph?
The Wellspent public graph lists 1 advisor at Horizon Advisors LLC.
What is the average account at Horizon Advisors LLC?
Horizon Advisors LLC's average account is about $116,000. That's the assets on its Form ADV divided by its 72 accounts.
What does Horizon Advisors LLC specialize in?
Horizon Advisors LLC's advisors and website list retirement planning, tax planning and estate & legacy planning.
Horizon Advisors LLC fees
Horizon Advisors LLC doesn't publish its prices on its website, or we couldn't confirm them word for word. 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 | $8 million |
| Individual clients | 71 |
| High-net-worth clients | 1 |
| Accounts managed | 72 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | January 5, 2026 |
| SEC record | CRD 305250 |
Advisors at this firm (1)
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