New Horizon Financial Strategies, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$183,828,471
Total clients
271
25% high-net worth
Total advisors
5
of 6 employees
Firm size
Team
4-10 advisors or $500M+ in AUM
Average clients per advisor
54
Average account size
$678,334
About
New Horizon Financial Strategies serves a mix of individual clients (both non‑high‑net‑worth and high‑net‑worth), retirement plans, trusts, estates, charities and businesses, offering full‑service and limited financial planning as well as investment advisory services on both discretionary and non‑discretionary bases. The firm operates as a small team of advisors and provides retirement‑plan consulting, participant education, and plan‑specific services in addition to individual portfolio management.
The firm generally employs a long‑term investment approach using fundamental and technical analysis, implementing strategies through model portfolios, third‑party discretionary managers, and platform programs such as Schwab Private Client and AssetMark. Clients can set preferences (including socially responsible exclusions), and the firm provides account monitoring, periodic rebalancing, and specific services like 403(b) rebalancing and individualized participant advice.
NHFS is affiliated with an accounting practice, with a principal who spends a substantial portion of time in the CPA business, resulting in routine cross‑referral and coordinated tax and planning discussions that inform its financial plans. Several principals hold CFP credentials, some staff are licensed to implement insurance recommendations, and the firm also serves as an advisor‑as‑strategist on the AssetMark platform—features that differentiate its integrated accounting‑and‑advisory model from many similarly sized team firms.
Client services
Fee options
Financial planning seminar fees ranging from $25 to $100 per person.
$0 - $350,000: $1,990 (single person financial planning fee) $350,001 - $550,000: $2,990 (single person financial planning fee) $550,001 - $2,500,000: $3,990 (single person financial planning fee) $2,500,001 - $5,000,000: $4,990 (single person financial planning fee) $5,000,001 - $10,000,000: $5,990 (single person financial planning fee) $10,000,001+: $7,990 (single person financial planning fee) $0 - $350,000: $2,990 (married person financial planning fee) $350,001 - $550,000: $3,990 (married person financial planning fee) $550,001 - $2,500,000: $4,990 (married person financial planning fee) $2,500,001 - $5,000,000: $5,990 (married person financial planning fee) $5,000,001 - $10,000,000: $6,990 (married person financial planning fee) $10,000,001+: $8,990 (married person financial planning fee)
Commissions may be earned by licensed insurance agents associated with the firm for sale of insurance products.
$275 per hour for limited financial planning services including divorce planning.
Account minimum: $25,000 (AssetMark Mutual Fund accounts minimum, other AssetMark accounts have higher minimums) Fee-only: Full service financial planning fees ranging from $1,990 to $8,990 based on income and net worth; $275 per hour for limited financial planning; Estate Planning fees range from $500 to $5,000.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Main office location
New Horizon Financial Strategies, LLC
944 Dryden Road
Ithaca NY 14850, United States
Number of offices
1
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