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- Custodian
- Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Between February 25, 2025 and March 12, 2026, reported AUM increased 10.9%, from $406.9M to $451.4M.
Across 5 reported observations, AUM increased 23.5% between November 1, 2022 and March 12, 2026, from $365.5M to $451.4M.
Of the latest reported AUM, 84.7% is discretionary and 15.3% is non-discretionary.
The firm reports 4 advisory representatives and 199 clients, or 49.8 clients per representative. That equates to $2.3M in reported AUM per client.
The profile lists 2 reported office locations and 27 years in operation. The source data was last updated on September 9, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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Owner & Executives
COLIN MICHAEL LEE
DIRECTOR OF FINANCIAL PLANNING, PARTNER
- CRD
- #6403591
- Ownership
- 25% but less than 50%
LAWRENCE EDWARD MADDOX
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
SMA allocation detail is available
Horizon Wealth Advisors has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.