True Horizon Wealth Advisors, LLC

Overview

True Horizon Wealth Advisors, LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm serves primarily individual and family clients, offering financial planning, portfolio management for individuals and small businesses, and pension consulting. Its fee model includes a percentage-of-assets component as well as hourly and fixed-fee engagements. The firm also lists accounting as a business activity and affiliation. It does not identify itself as an active ESG investor or a multi-state adviser in the supplied data.

Assets & Accounts

Public Holdings

Investments & Alternatives