Firm
Horizons Financial Planning LLC.
Midland, Texas
Fee-only
Horizons Financial Planning LLC. at a glance
- One of 690 fee-only firms based in Texas in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 1 employee and 70 individual clients, 4 of them high net worth.
- Its average account is about $316,000 (assets it manages divided by its 230 accounts).
Fee-only advisors in Texas · What fee-only advisors charge in Texas
Facts
| Based in | Midland, Texas |
|---|---|
| Website | horizonsfinancial.net |
| Phone | (432) 559-3300 |
Horizons Financial Planning LLC. fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| One-time plan | From $200 |
|---|---|
| How it charges | One-time plans or projects |
In the firm's words
"Retirement Planning 1 hr Starting at $200" source
"Retirement Planning 1 hr Starting at $200" 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 · Fixed fees |
|---|---|
| Assets managed | $73 million |
| Individual clients | 66 |
| High-net-worth clients | 4 |
| Accounts managed | 230 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | April 1, 2026 |
| SEC record | CRD 308216 |
Advisors at this firm (1)
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