Firm
Horizon Financial
West Henrietta, New York
Fee-only
Horizon Financial at a glance
- One of 480 fee-only firms based in New York in the Wellspent graph.
- 4 advisors are listed here.
- Its Form ADV reports 9 employees and 734 individual clients, 120 of them high net worth.
- Its average account is about $322,000 (assets it manages divided by its 1,585 accounts).
Fee-only advisors in New York · What fee-only advisors charge in New York
Facts
| Based in | West Henrietta, New York |
|---|---|
| Website | horizonfinancial.net |
| Phone | (585) 334-3600 |
Horizon Financial fees
Horizon Financial 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 · Fixed fees |
|---|---|
| Assets managed | $510 million |
| Individual clients | 614 |
| High-net-worth clients | 120 |
| Accounts managed | 1,585 |
| Employees | 9 |
| Planning clients | More than 500 |
| Registered with | The SEC (801-117343) |
| Financial planning | Offered |
| Form ADV filed | August 31, 2026 |
| SEC record | CRD 305239 |