Horizons Wealth Management
Horizons Wealth Management is an independent, fee-only fiduciary financial advisory firm serving individuals and families in Asheville, NC and Greenville, SC with financial planning, wealth management, managed portfolios, and retirement planning services.
- Company typePrivate
- Founded2003
- HeadquartersAsheville, United States
- Headcount1–10
- GTM typeB2C
- OfferingServices
What Horizons Wealth Management does
Horizons Wealth Management is an independent, fee-only financial advisory firm headquartered in Asheville, North Carolina, with a second office in Greenville, South Carolina. The firm serves individuals and families across western North Carolina and upstate South Carolina who are seeking objective, commission-free financial advice, with explicit emphasis on retirement planning and life-transition wealth management. Its service platform comprises four interconnected offerings: Financial Planning, Wealth Management, Horizons Managed Portfolios, and Retirement Planning Services, all delivered under a fiduciary standard with publicly stated commitments to fee-only compensation, no commissions, no insurance or annuity sales, and 100% transparent pricing. The team consists of at least four Certified Financial Planner professionals (David Hunter, Glen J. Martin with an MBA, Susan Cook, and Minouche Shanklin) supported by standard back-office tooling including a client portal and Calendly-driven discovery calls. Distribution is regional and direct, relying on the two physical offices, an educational financial blog, SEO, an email newsletter, and a social media presence on Facebook, Twitter/X, and LinkedIn, all reinforced by NAPFA membership signaling credibility within the fee-only advisory category. Specific pricing tiers, AUM, revenue, or ownership details are not disclosed in the available source material.
Horizons Wealth Management firmographics
Firmographics- Name
- Horizons Wealth Management
- Legal name
- Horizons Wealth Management
- Website
- https://horizonswealth.com
- Company type
- Private
- Founded year
- 2003
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Horizons Wealth Management is an independent, fee-only fiduciary financial advisory firm serving individuals and families in Asheville, NC and Greenville, SC with financial planning, wealth management, managed portfolios, and retirement planning services.
- Ownership category
- akta.pro rank
Horizons Wealth Management industry classification
Industry- Product category
- Financial Advisory Services
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Comprehensive Financial Planning (FSAEAAAA)
- akta.pro secondary industry
- Financial Planning & Goals-Based Advice (Mass Affluent) (FSAAAAAF)
Keywords
Where Horizons Wealth Management is headquartered
LocationHeadquarters
- HQ city
- Asheville
- HQ country
- United States
- HQ region
- North America
Offices2 records
Markets served
Horizons Wealth Management business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure
Revenue model
- Fee-Only Financial Planning Services: Horizons Wealth Management operates as a fee-only firm, meaning they are paid directly by their clients rather than receiving commissions from investment providers, insurance agencies, or brokerage firms. Their revenue comes from transparent fees charged to clients for financial planning, wealth management, retirement planning, and managed portfolio services.
Go-to-market motion1 record
Distribution channels3 records
Marketing channels6 records
Horizons Wealth Management product offering
Product offeringCore offering
Horizons Wealth Management is an independent fee-only financial advisory firm that provides objective financial planning, wealth management, retirement planning, and managed investment portfolio services. The firm is paid directly by clients rather than through commissions, and operates under a fiduciary standard, meaning advisors must legally act in clients' best interests.
Product overview
Horizons Wealth Management is an independent Fee-Only financial advisory firm that operates as a unified service platform offering four interconnected financial planning and wealth management services. The core offering includes Financial Planning (objective, comprehensive planning for building and protecting assets), Wealth Management (strategic investment management), Horizons Managed Portfolios (professionally managed investment portfolios), and Retirement Planning Services (specialized retirement preparation). All services are provided on a fee-only basis with fiduciary accountability, meaning the firm is paid directly by clients rather than through commissions from investment providers, ensuring unbiased advice focused solely on client interests.
Differentiator
Problem solved
Functional benefit
Products and services
- Financial Planning
Companies that use Horizons Wealth Management
Customer profileSegments1 record
Ideal customer profiles1 record
Horizons Wealth Management technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Horizons Wealth Management partnerships and signals
Strategic signalScale indicators2 records
Recent moves5 records
Expansion highlights4 records
Horizons Wealth Management competitors and assessment
Company assessmentDirect peers
- Carson Wealth: Fee-only financial planning and wealth management firm focused on advisors and families, with multiple office locations and a similar comprehensive-planning service suite. Direct functional overlap with Horizons across planning, wealth management, and managed portfolios.
- Creative Planning: Large fee-only wealth management and financial planning firm serving individuals nationwide with comprehensive planning and managed portfolios. Same fiduciary, fee-only model and similar service taxonomy as Horizons, though at much greater scale.
- Buckingham Strategic Wealth: National fee-only RIA providing comprehensive financial planning and wealth management to individuals and families on a recurring-fee basis. Closely comparable business model, fee-only posture, and service mix to Horizons Wealth Management.
- Heron Financial: Fee-only financial advisory firm providing comprehensive planning, wealth management, and retirement-focused advice to individuals and families. Closely aligned with Horizons on fee-only fiduciary model and client segment.
Broad incumbents
- Fisher Investments: Large fee-based investment management and wealth advisory firm serving individual and institutional clients. Overlaps with Horizons on managed portfolio services targeting retirement-age affluent investors.
- Edelman Financial Engines: Large fee-based wealth management and financial planning firm with strong retirement-planning orientation, serving millions of households. Comparable service mix (planning, managed portfolios, retirement focus) but at national scale.
- Schwab Wealth Advisory: Schwab's advisory arm providing managed portfolios and financial planning to mass-affluent and retail clients. Overlaps with Horizons on fee-based advisory offerings but operates at vastly larger scale as part of Charles Schwab.
- Empower Personal Dashboard (formerly Personal Capital): Hybrid digital and human-advisor wealth management service offering financial planning, managed portfolios, and retirement advice. Competes with Horizons for mass-affluent households seeking advice, but with a much larger digital platform.
Others
- Cetera Advisor Networks: Broker-dealer network supporting independent advisors with compliance, technology, and product infrastructure. Adjacent to Horizons via shared independent-advice ecosystem, though contrastingly commission-tolerant model.
Emerging players
- Facet Wealth: Flat-fee digital financial planning firm pairing CFP professionals with clients nationwide. Competes in the same fee-only comprehensive planning category as Horizons but with a tech-led delivery model.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks5 records
Key highlights7 records
Customer concentration
Horizons Wealth Management social profiles
Digital presenceHorizons Wealth Management financial estimates
Financial estimateRevenue estimate
Valuation estimate
Horizons Wealth Management leadership team
Management profileNumber of profiles
Profiles4 records
Horizons Wealth Management funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Horizons Wealth Management M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Horizons Wealth Management
What does Horizons Wealth Management do?
Horizons Wealth Management is an independent fee-only financial advisory firm that provides objective financial planning, wealth management, retirement planning, and managed investment portfolio services. The firm is paid directly by clients rather than through commissions, and operates under a fiduciary standard, meaning advisors must legally act in clients' best interests.
Is Horizons Wealth Management a public or private company?
Horizons Wealth Management is a private company. It is classified as unknown and is currently operating.
When was Horizons Wealth Management founded?
Horizons Wealth Management was founded in 2003. It employs 1 to 10 people.
Where is Horizons Wealth Management based?
Horizons Wealth Management is headquartered in Asheville, United States, in the North America region.
How does Horizons Wealth Management make money?
One revenue line is on record: fee-Only Financial Planning Services.
Who are Horizons Wealth Management's main competitors?
Direct peers on record are Carson Wealth, Creative Planning, Buckingham Strategic Wealth and Heron Financial. Broad incumbents are Fisher Investments, Edelman Financial Engines, Schwab Wealth Advisory and Empower Personal Dashboard (formerly Personal Capital). Cetera Advisor Networks is listed as an others. Facet Wealth is listed as an emerging player.
Does Horizons Wealth Management have an API?
No public API is recorded for Horizons Wealth Management.
What industry is Horizons Wealth Management in?
Horizons Wealth Management's product category is Financial Advisory Services. Its primary akta.pro industry code is FSAEAAAA, Comprehensive Financial Planning, with a secondary code of FSAAAAAF, Financial Planning & Goals-Based Advice (Mass Affluent). Its NAICS code is 523940 and its SIC code is 6282.