Horizon Wealth Advisors logo

Horizon Wealth Advisors

Updated today

Client assets under management

$445,911,799

Clients

190

49% high-net worth

Advisors

4

of 4 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

48

Typical

Average account size

$2,346,904

About

Horizon Wealth Advisors is an independent, fee-only wealth management firm that provides comprehensive financial planning and discretionary portfolio management for individuals and high net worth clients, including professionals and retirees. The firm typically works with clients who meet its preferred wealth thresholds and offers services that range from retirement-plan advice to estate and investment planning.

Horizon documents client objectives in written Investment Policy Statements and implements diversified portfolios using mutual funds, ETFs, stocks, bonds and, in limited cases, separately managed accounts; it conducts ongoing due diligence, monitoring and periodic rebalancing. The firm uses institutional custodial platforms and performs its own fund and manager due diligence, seeking fund share classes intended to limit internal expenses and transaction costs.

Compared with many peer teams, Horizon discloses and compensates third-party endorsers/solicitors for client referrals (formal written agreements and solicitor disclosures are provided to referred prospects), a practice the firm highlights in its brochure. The firm also notes a voluntary subscription to the Real Fiduciary™ Practices and that it occasionally has custody-type arrangements (for example, serving as trustee or writing checks for client accounts), which leads to surprise annual examinations of those accounts by an independent public accountant.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

General retirement planning Wealth management College savings (529s, UTMA, etc.)

Occupation focus

Retired Executive

Demographic focus

Approaching retirement

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Fee options

Fixed

Fixed fee of $5,000 for financial planning service

Percentage

$0 - $500,000: 1.25% $500,001 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.75% $3,000,001 - $5,000,000: 0.50% $5,000,001+: 0.35%

Project-based

Hourly rates ranging from $150 to $350 per hour for consultations not resulting in investment management or advising

Other

Account minimum: $1,000,000 Minimum fee: Preferred minimum annual fee of $11,250; negotiable Fee-only: Fixed fee of $5,000 for financial planning service; fees may be waived if client engages ongoing wealth management services

Main office location

Horizon Wealth Advisors

2603 Augusta, Suite 1400

Houston TX 77057, United States

Number of offices

1

Most active in

Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Owen M

CFA®, Series 65

Houston, TX

Horizon Wealth Advisors

Owen Murray is a CFA® charterholder with 25 years of industry experience, currently serving as an advisor at Horizon Wealth Advisors since 2005. He holds a Series 65 license and is based in Houston, TX. Horizon Wealth Advisors provides comprehensive wealth management, financial planning, and discretionary investment management to individual and high-net-worth clients, as well as pension plans and trusts. The firm’s investment approach focuses on implementing client strategies through written Investment Policy Statements and managing diversified portfolios with ongoing monitoring and due diligence.

General retirement planning Wealth management College savings (529s, UTMA, etc.) Retired Executive Approaching retirement
user avatar

Colin L

CFP®, Series 66

Houston, TX

Horizon Wealth Advisors

Colin Lee is a CFP® with 11 years of industry experience, currently serving as an advisor at Horizon Wealth Advisors in Houston, TX. He has worked at Horizon since 2017 and previously held roles at Securian Financial Services, Planto Roe Financial Services, and Minnesota Life Insurance Company. Horizon Wealth Advisors serves individual and high-net-worth clients, pension plans, trusts, and other entities, providing comprehensive wealth management, financial planning, and discretionary investment management. The firm’s investment process involves creating written Investment Policy Statements and managing diversified portfolios with ongoing monitoring and performance reviews.

General retirement planning Wealth management College savings (529s, UTMA, etc.) Retired Executive Approaching retirement
user avatar

Lawrence M

CFP®

Houston, TX

Horizon Wealth Advisors

Lawrence Maddox is a CFP® professional with 26 years of industry experience, currently serving at Horizon Wealth Advisors in Houston, TX. He has worked at Horizon Advisors, LLC since 1999 and previously at Maddox, Thomson & Associates, P.C. for over three decades. Horizon Wealth Advisors provides wealth management, financial planning, and discretionary investment management services to individual and high-net-worth clients, as well as pension plans and trusts. The firm’s investment approach is centered on client-specific Investment Policy Statements and diversified portfolios, with ongoing monitoring and due diligence.

General retirement planning Wealth management College savings (529s, UTMA, etc.) Retired Executive Approaching retirement
user avatar

Bradley H

Series 66

Houston, TX

Horizon Wealth Advisors

Bradley Hughes is a financial advisor at Horizon Wealth Advisors in Houston, TX, holding a Series 66 designation with three years of industry experience. Before joining Horizon Wealth Advisors in 2024, he worked at Edward Jones from 2022 to 2024 and spent eight years teaching at Clear Brook High School. Outside of finance, he works as a band consultant and judge for various local school districts. Horizon Wealth Advisors serves individual and high-net-worth clients, pension plans, trusts, and other entities by providing wealth management, financial planning, and discretionary investment management. The firm uses a written Investment Policy Statement to guide diversified portfolios and offers ongoing monitoring, rebalancing, and retirement-plan advisory services.

General retirement planning Wealth management College savings (529s, UTMA, etc.) Retired Executive Approaching retirement
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