Horizon Financial Planning LLC

Horizon Financial Planning LLC (CRD# 300614) is a financial advisory firm headquartered in New Orleans, LA. They manage $1,747,161 in 20 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
7041 Canal Blvd, #161, New Orleans, LA 70124
https://www.instagram.com/horizonfinancialplanning/
By the Numbers
  • Total Assets Under Management
    2
    MILLION
  • Total Number of Accounts
    20
    ACCOUNTS
  • Average Account Value
    $87,358
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

LA, TX

Financial Advisors at Horizon Financial Planning LLC
Showing 1 - 1 of 1 top financial advisors.
1
William Nunn, financial advisor New Orleans LA
William J. Nunn
CRD#: 6007962
New Orleans, LA

William Nunn (CRD# 6007962) is an Investment Advisor Representative working at Horizon Financial Planning LLC in New Orleans, LA and has over 11 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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