Horizons Wealth Management

Horizons Wealth Management (CRD# 127457) is a financial advisory firm headquartered in Asheville, NC. They manage $33,908,000 in 85 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    34
    MILLION
  • Total Number of Accounts
    85
    ACCOUNTS
  • Average Account Value
    $398,918
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
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.

NC, SC

Financial Advisors at Horizons Wealth Management
Showing 1 - 2 of 2 top financial advisors.
1
David S. Hunter
CRD#: 4870351
82 Patton Ave., Suite 210, Asheville, NC 28801
103
Wealthminder
score

David Hunter (CRD# 4870351) is an Investment Advisor Representative working at Horizons Wealth Management in Asheville, NC and has over 15 years of experience in the finance industry. David Hunter 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 putclients' interests first and comply with the Financial Planning Practice Standards.

2
Glen J. Martin
CRD#: 4541684
82 Patton Ave., Suite 210, Asheville, NC 28801
96
Wealthminder
score

Glen Martin (CRD# 4541684) is an Investment Advisor Representative working at Horizons Wealth Management in Asheville, NC and has over 17 years of experience in the finance industry. Glen Martin 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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.