Firm
Horizon Wealth Management
La Grange, Illinois
Fee-only
Horizon Wealth Management at a glance
- One of 330 fee-only firms based in Illinois in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 10 employees and 1,280 individual clients, 412 of them high net worth.
- Its average account is about $343,000 (assets it manages divided by its 3,136 accounts).
Fee-only advisors in Illinois · What fee-only advisors charge in Illinois
Facts
| Based in | La Grange, Illinois |
|---|---|
| Website | horizonwealth.biz |
| Phone | (708) 352-4300 |
Horizon Wealth Management fees
Horizon Wealth Management 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 | $1.1 billion |
| Individual clients | 868 |
| High-net-worth clients | 412 |
| Accounts managed | 3,136 |
| Employees | 10 |
| Planning clients | 251-500 |
| Registered with | The SEC (801-79492) |
| Financial planning | Offered |
| Form ADV filed | February 5, 2026 |
| SEC record | CRD 170255 |