Horizons Planning Corporation

RIASEC Registered

Total AUM

$87.9M

Discretionary

$87.9M

100% of AUM

Avg account

$243K

Accounts

361

Employees

Advisory reps

Firm details

Headquarters: Ann Arbor, Michigan
CRD number: 115179
Website: www.horizonsplanning.com
Custodians: INTERACTIVE BROKERS LLC, TRADINGBLOCK
Fee structure: Percentage of AUM, Hourly Charges
Client types: Individuals78%
HNWI15.02%
Charitable Organizations3.83%
Corporations / Businesses3.14%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsPension ConsultingMarket Timing ServicesEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Horizons Planning Corporation is an independent, privately owned registered investment adviser that serves both individual/family and institutional clients. Its advisory offering spans financial planning, portfolio management for individuals, small businesses, pooled vehicles and institutions, pension consulting, market timing services, and educational workshops. The firm charges fees based on a percentage of assets under management and also offers hourly billing for certain engagements. Horizons does not position itself as an ESG-focused investor and is not registered as a multi-state adviser. Industry affiliations listed include relationships with an accountant and an insurance company. The firm was recognized on FA Magazine’s Top RIA Firms list in 2020.