Firm
Horowitz & Company
Fort Lauderdale, Florida
Fee-only
Horowitz & Company at a glance
- One of 570 fee-only firms based in Florida in the Wellspent graph.
- 2 advisors are listed here; 1 of 2 hold the CFP.
- Its Form ADV reports 2 employees and 199 individual clients, 42 of them high net worth.
- Its average account is about $421,000 (assets it manages divided by its 429 accounts).
Fee-only advisors in Florida · What fee-only advisors charge in Florida
Facts
| Based in | Fort Lauderdale, Florida |
|---|---|
| Website | thedisciplinedinvestor.com |
| Phone | (954) 349-0800 |
Horowitz & Company fees
Horowitz & Company 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 | $181 million |
| Individual clients | 157 |
| High-net-worth clients | 42 |
| Accounts managed | 429 |
| Employees | 2 |
| Planning clients | 0 |
| Registered with | The SEC (801-133795) |
| Financial planning | Offered |
| Form ADV filed | March 19, 2026 |
| SEC record | CRD 106737 |