Advisor at Robert Horowitz Wealth Management
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
Robert Horowitz Wealth Management
Location
Mill Valley, CA
Credentials
CFA®, Series 65
Industry experience
22 years
Robert Horowitz is a CFA® charterholder and holds a Series 65 license with 22 years of industry experience. He has operated Robert V. Horowitz, LLC since 2003 and is the sole advisor at Robert Horowitz Wealth Management in Mill Valley, CA. Robert Horowitz Wealth Management provides fee-only discretionary investment management and financial planning services to individuals, families, and trusts, focusing on busy professionals and retired couples. The firm emphasizes an efficient-markets, strategic asset allocation approach using primarily passively managed mutual funds and global diversification, with portfolios tailored to client-specific equity and bond targets.
Based on Robert Horowitz Wealth Management
$0 - $1,000,000: 1% annually $1,000,001 - $2,000,000: $10,000 + 0.75% of assets over $1,000,000 annually $2,000,001+: $17,500 + 0.5% of assets over $2,000,000 annually
Hourly fee of $350, negotiable depending on client circumstances; charged when providing hourly financial advice without asset management.
Account minimum: $800,000 Minimum fee: Minimum annual fee of $8,000, which may be waived or meaningfully reduced at the firm's discretion. Fee-only: Firm is fee-only; all compensation comes from client fees; no commissions or other compensation accepted.
Mill Valley, CA
California
Robert V. Horowitz, Llc
2003 - Present (23 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
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.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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 65
San Francisco, CA
Leonard Jr., Gary A.
Series 65
Oakland, CA
FM Capital Group
Series 66
San Francisco, CA
Patel Capital Management
CFP®
San Francisco, CA
BridgeLane Financial
It is a myth that you need to be ultra-wealthy in order to live a life with impact. You can start living well and making an impact in your communities right HERE and right NOW. At Bridgelane Financial, our goals are to assist you in developing a financial plan to live out a life that reflects your values. Maureen Recker is CFP®, a philanthropist, a mother of two and a community educator. She graduated with a B.S. from Indiana University and an MBA from Duke University. Maureen started her career in corporate finance and institution banking. After taking some time off to raise two children, she re-entered into a career in financial planning to work with clients in a more intimate and personal level. Clients’ satisfaction gives her gratification and encourages her to further her professional development and personal growth.
CFP®
San Francisco, CA
Joyner Financial Planning LLC
As a Certified Financial Planner®, my goal is to help you take charge of your finances without the lecture—just practical advice. My approach provides the tools and know-how to handle your money like a pro—no spreadsheets required (unless you’re into that sort of thing). You’ll walk away making confident financial decisions without second-guessing yourself. You’ll get a custom financial plan made just for you by a CFP® professional—but we don’t just hand it over and wish you luck. We’ll help you actually put it into action, so it doesn’t just gather digital dust.
CFP®, Series 65
San Francisco, CA
Agile Financial Planning, LLC
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")