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Horizon Wealth Management

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Client assets under management

$1,030,295,083

Clients

1,280

32% high-net worth

Advisors

6

of 10 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

213

Very High

Average account size

$804,918

About

Horizon Wealth Management is an SEC-registered advisory firm that serves individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and retirement plans. The firm offers discretionary investment management, financial planning, and retirement-plan advisory services, including ERISA 3(21) and 3(38) roles.

Horizon’s investment process is primarily long-term and fiduciary in orientation, building diversified portfolios using mutual funds, ETFs and, when appropriate, individual securities informed by fundamental, technical and charting analysis. The firm provides ongoing portfolio monitoring and periodic reviews, and may transact over shorter horizons for rebalancing, tax reasons, or to address changing client needs.

Compared with peers, Horizon is notable for managing roughly $1.08 billion for about 1,280 clients with a six-advisor team — an unusually high client count per advisor (200+), which may affect the scale and delivery of service. The firm also sponsors a wrap-fee program that bundles transaction and custody costs and publicly uses endorsements and third‑party ratings in its advertising; additionally, it operates with an institutional relationship with LPL Financial and discloses that advisory persons are registered representatives and some hold insurance licenses, items the brochure identifies as potential conflicts and platform influences.

Client services

Financial planning Portfolio management Pension consulting

Expertise

Active portfolio management Retirement plans for business owners (SEP, solo 401k) Wealth management

Occupation focus

Founder/Business Owner Executive

Fee options

Fixed

Financial planning services fixed fees ranging from $500 to $3,000; Retirement plan advisory flat fees generally ranging from $500 to $2,000.

Percentage

up to 1.50% annually for investment management services

Commissions

Advisory Persons receive commissions as registered representatives of LPL Financial and as insurance agents; commissions are separate from advisory fees.

Project-based

Financial planning services charged at $250 per hour.

Other

Account minimum: Horizon generally does not impose a minimum relationship size. Fee-only: Investment advisory fees up to 1.50% annually, negotiable; Retirement plan advisory fees up to 1.50% annually or flat fees from $500 to $2,000; Financial planning fixed fees from $500 to $3,000; Hourly financial planning fees at $250/hour.

Main office location

Horizon Wealth Management

22 Calendar Court, 2 Nd Floor

La Grange IL 60525, United States

Number of offices

2

Most active in

Arizona · California · Colorado · Florida · Georgia · Illinois · Indiana · Michigan · Minnesota · New York · North Carolina · Ohio · South Carolina · Tennessee · Texas · Washington · Wisconsin

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

Ryan W

CFP®, Series 63, Series 66

La Grange, IL

Horizon Wealth Management

Ryan Williamson is a Certified Financial Planner® with 25 years of industry experience. He has been with Horizon Wealth Management since 2014 and has worked concurrently at LPL Financial since 2005. In addition to his advisory work, Williamson is an author and musician, having written a book titled "Drafting Your Financial Quarterback" and playing guitar in a band. Horizon Wealth Management is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and retirement plans. The firm offers discretionary investment management and financial planning, utilizing a primarily long-term, fiduciary investment approach with diversified portfolios built from mutual funds, ETFs, and individual securities.

Active portfolio management Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner Executive
user avatar

Ronald R

CFP®, Series 66

La Grange, IL

Horizon Wealth Management

Ronald Reitz is a CFP®-designated financial advisor with Horizon Wealth Management in La Grange, IL, and has five years of industry experience. His prior roles include positions at Capital Analysts, Lincoln Investment, and Equitable Advisors. He also has experience working with the University of Illinois Foundation and local government entities. Horizon Wealth Management is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and retirement plans. The firm employs a primarily long-term, fiduciary investment approach with diversified portfolios and offers discretionary investment management, financial planning, and retirement-plan advisory services.

Active portfolio management Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner Executive
user avatar

Bruce H

CFP®, Series 63, Series 65

Los Angeles, CA

Horizon Wealth Management

Bruce Heymont is a CFP® professional with 38 years of experience in the financial services industry. He is currently with Horizon Wealth Management, where he has worked since 2022. His prior experience includes roles at Heymont & Company, Inc. and LPL Financial. Horizon Wealth Management is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and retirement plans. The firm focuses on long-term, fiduciary-oriented investment management and financial planning, utilizing diversified portfolios with mutual funds, ETFs, and individual securities supported by fundamental and technical analysis.

Active portfolio management Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner Executive
user avatar

Barbara A

CFP®, Series 63

Los Angeles, CA

Horizon Wealth Management

Barbara Abundiz is a CFP® with 17 years of industry experience, currently serving as an advisor at Horizon Wealth Management. She has previously worked at The Heymont Group and Heymont & Company, Inc., and has been associated with LPL Financial since 2008. In addition to her advisory role, she is involved with BABS MICHAEL, LLC, a non-investment-related business entity. Horizon Wealth Management is an SEC-registered firm that serves individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and retirement plans. The firm focuses on long-term, fiduciary investment management using diversified portfolios and provides financial planning and retirement-plan advisory services.

Active portfolio management Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner Executive
user avatar

Paul F

Series 63, Series 66

La Grange, IL

Horizon Wealth Management

Paul Fousek is a financial advisor with Horizon Wealth Management in La Grange, IL, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has been with Horizon Wealth Management since 2014 and has also been associated with LPL Financial since 2005. Outside of his advisory work, Fousek serves as a Business Fellow at Norwich University, where he contributes to enhancing student offerings. Horizon Wealth Management is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and retirement plans. The firm employs a primarily long-term, fiduciary investment approach, managing diversified portfolios through mutual funds, ETFs, and individual securities, supported by ongoing portfolio monitoring and periodic reviews.

Active portfolio management Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner Executive
user avatar

Kaitlin H

Series 65

La Grange, IL

Horizon Wealth Management

Kaitlin Hyland is a financial advisor at Horizon Wealth Management with four years of industry experience. She holds the Series 65 designation and has worked previously at Cresset Asset Management and Horizon Wealth Management. Horizon Wealth Management is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and retirement plans. The firm employs a primarily long-term, fiduciary investment approach using diversified portfolios of mutual funds, ETFs, and individual securities, supported by ongoing monitoring and periodic reviews.

Active portfolio management Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner Executive
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