Advisor at Horizons Planning Corporation
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Horizons Planning Corporation
Location
Ann Arbor, MI 48103
Credentials
Series 65
Industry experience
3 years
Mark Adams is a financial advisor at Horizons Planning Corporation with a Series 65 designation and three years of industry experience. His prior experience includes roles at Whirlpool Corporation and the University of Michigan. He is also an independent life, health, and annuity insurance agent, operating a sole proprietorship. Horizons Planning Corporation advises individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations, managing approximately $70 million in client assets. The firm offers investment management through its Financial Coaching & Wealth Management program and a proprietary market-timing service called Strategic Journal Transfers, alongside financial planning, insurance recommendations, and tax and pension consulting services.
Based on Horizons Planning Corporation
Based on Horizons Planning Corporation
$0 - $500,000: 2% annually $500,001 - $2,000,000: 1% annually $2,000,001+: .5% annually
Commissions earned from insurance product sales are paid directly to representatives, not HPC.
Financial planning and corporate consulting services charged at $300 per hour; clerical/administrative services at $45 per hour.
Account minimum: $100,000 Fee-only: Hourly rate of $300 per hour for financial planning services; typical plan costs between $800 and $4,000.
250 W. Eisenhower Pkwy., Suite 140
Ann Arbor, MI 48103
Michigan · Texas
Horizons Planning Corporation
2022 - Present (4 years)
University of Michigan
2016 - 2017 (1 year)
Whirlpool Corporation
2016 - 2022 (6 years)
Student - University of Michigan
2013 - 2017 (4 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 66
Ann Arbor, MI
Able Wealth Management Solutions LLC
CFP®, Series 66
Ann Arbor, MI
Tribble Financial Planning
CFP®, CFA®
Ann Arbor, MI
Oliver Financial Planning LLC
CFP®, CFA®, Series 63, Series 65
Ann Arbor, MI
Vedanta Sentinel Investment Advisors
Series 66
Ann Arbor, MI
Fineberg Wealth Management, LLC
Series 63, Series 65
Dexter, MI
XLM Capital Management
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")