Firm
Horizons Sustainable Financial Services
Santa Fe, New Mexico
Fee-only
Horizons Sustainable Financial Services at a glance
- One of 29 fee-only firms based in New Mexico in the Wellspent graph.
- 6 advisors are listed here; 3 of 6 hold the CFP.
- Its Form ADV reports 7 employees and 310 individual clients, 101 of them high net worth.
- Its average account is about $481,000 (assets it manages divided by its 314 accounts).
Facts
| Based in | Santa Fe, New Mexico |
|---|---|
| Website | deepimpactinvesting.blubrry.net |
| Phone | (505) 982-9661 |
Horizons Sustainable Financial Services fees
Horizons Sustainable Financial Services 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 | $151 million |
| Individual clients | 209 |
| High-net-worth clients | 101 |
| Accounts managed | 314 |
| Employees | 7 |
| Planning clients | 251-500 |
| Registered with | The SEC (801-120599) |
| Financial planning | Offered |
| Form ADV filed | January 14, 2026 |
| SEC record | CRD 164970 |