Advisor at Horizons Planning Corporation
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Firm
Horizons Planning Corporation
Location
Ann Arbor, MI 48103
Credentials
Series 63, Series 65
Industry experience
31 years
Scott Wiard is a financial advisor with Horizons Planning Corporation in Ann Arbor, MI, holding Series 63 and Series 65 licenses and over 31 years of industry experience. He has been with Horizons Planning Corporation since 1988 and serves as its president and sole owner. Outside of his advisory role, he is involved in commercial property management through a partnership unrelated to investment activities. Horizons Planning Corporation advises individuals, including high-net-worth clients, as well as pension plans, trusts, charitable organizations, and corporations. The firm manages approximately $70 million in client assets and offers services including investment management through its Financial Coaching & Wealth Management program and a proprietary market-timing strategy called Strategic Journal Transfers, alongside financial planning, insurance, and tax consulting.
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
1988 - Present (38 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.
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