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- Custodian
- Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 05-28-1999
- Office Locations
- 2
Office Locations
About Horizon Wealth Advisors
Horizon Wealth Advisors is a Houston-based, fee-only financial planning and wealth management firm founded in 1999. The firm serves successful professionals, families, and retirees with comprehensive planning (retirement, tax, estate, education) and ongoing investment management focused on diversified portfolios and after-tax outcomes. Client portfolios are held at Schwab or Fidelity, and the team coordinates tax work with clients’ CPAs, including Maddox, Thomson & Associates.
Team overview
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Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
COLIN MICHAEL LEE
DIRECTOR OF FINANCIAL PLANNING, PARTNER
- CRD
- #6403591
- Ownership
- 25% but less than 50%
LAWRENCE EDWARD MADDOX
Chief Compliance Officer, PARTNER, President
- CRD
- #4429364
- Ownership
- 25% but less than 50%
Showing 2 of 3 owners & executives
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Louis Douglas Hopper
--
- CRD
- #8214228
Bradley Allan Hughes
Financial Planner
- CRD
- #7617587
Showing 2 of 8 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $382,243,174 | $665,929 |
| Non-Discretionary | $69,186,958 | $234,532 |
| Total | $451,430,132 | $519,482 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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