Firm
Horizons Wealth Management, Inc
Greenville, South Carolina
Fee-only
Horizons Wealth Management, Inc at a glance
- One of 131 fee-only firms based in South Carolina in the Wellspent graph.
- 3 advisors are listed here; 2 of 3 hold the CFP.
- Its Form ADV reports 4 employees and 281 individual clients, 69 of them high net worth.
- Its average account is about $395,000 (assets it manages divided by its 653 accounts).
- Its website says it's taking new clients.
Fee-only advisors in South Carolina · What fee-only advisors charge in South Carolina
Facts
| Based in | Greenville, South Carolina |
|---|---|
| Website | horizonswealth.com |
| [email protected] | |
| Phone | (864) 516-7501 |
Horizons Wealth Management, Inc fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| One-time plan | From $3,600 |
|---|---|
| How it charges | One-time plans or projects |
In the firm's words
"Our Comprehensive Financial Plans range in price starting at $3,600" source
"Our Comprehensive Financial Plans range in price starting at $3,600" 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 | $258 million |
| Individual clients | 212 |
| High-net-worth clients | 69 |
| Accounts managed | 653 |
| Employees | 4 |
| Planning clients | 1-10 |
| Registered with | The SEC (801-116722) |
| Financial planning | Offered |
| Form ADV filed | January 23, 2026 |
| SEC record | CRD 127457 |