Horizon Wealth Advisors

Horizon Wealth Advisors (CRD# 148338) is a financial advisory firm headquartered in Lakewood Ranch, FL. They manage $118,929,620 in 276 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    119
    MILLION
  • Total Number of Accounts
    276
    ACCOUNTS
  • Average Account Value
    $430,904
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, PA, TX

Financial Advisors at Horizon Wealth Advisors
Showing 1 - 7 of 7 top financial advisors.
1
Elizabeth J. Wilson
CRD#: 1580513
Bradenton, FL
96
Wealthminder
score

Elizabeth Wilson (CRD# 1580513) is an Investment Advisor Representative working at Horizon Wealth Advisors in Bradenton, FL and has over 25 years of experience in the finance industry. Elizabeth Wilson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Nicholas J. Drizos
CRD#: 2254426
Bradenton, FL
93
Wealthminder
score

Nicholas Drizos (CRD# 2254426) is an Investment Advisor Representative working at Horizon Wealth Advisors in Bradenton, FL and has over 21 years of experience in the finance industry.

3
Michael F. Ferro
CRD#: 2747857
Bradenton, FL
93
Wealthminder
score

Michael Ferro (CRD# 2747857) is an Investment Advisor Representative working at Horizon Wealth Advisors in Bradenton, FL and has over 20 years of experience in the finance industry.

4
John J. Ploschek
CRD#: 2260157
Bradenton, FL
93
Wealthminder
score

John Ploschek (CRD# 2260157) is an Investment Advisor Representative working at Horizon Wealth Advisors in Bradenton, FL and has over 24 years of experience in the finance industry.

5
Jeremy D. Smith
CRD#: 5736929
Bradenton, FL
93
Wealthminder
score

Jeremy Smith (CRD# 5736929) is an Investment Advisor Representative working at Horizon Wealth Advisors in Bradenton, FL and has over 6 years of experience in the finance industry.

6
Brian T. Babcock
CRD#: 4344922
Bradenton, FL
90
Wealthminder
score

Brian Babcock (CRD# 4344922) is an Investment Advisor Representative working at Horizon Wealth Advisors in Bradenton, FL and has over 5 years of experience in the finance industry.

7
Dwight P. Pendola
CRD#: 5419103
Bradenton, FL
76
Wealthminder
score

Dwight Pendola (CRD# 5419103) is an Investment Advisor Representative working at Horizon Wealth Advisors in Bradenton, FL and has over 9 years of experience in the finance industry. Dwight Pendola has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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