H
$72.7M Total AUM
$72.7M Disc. AUM
-- 3Y CAGR
1 Employees
72 ADV. Clients
6 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 03-29-2020
- Office Locations
- 1
Office Locations
3009 N BIG Spring Midland TX
About Horizons Financial Planning
Horizons Financial Planning is a Midland, TX RIA providing education, retirement, and life planning, plus ongoing portfolio development and asset management. Its managed portfolios are ETF-heavy with supplemental municipal bond and public-fund exposure, and it custodies with Charles Schwab. The firm offers bookable 1-hour planning sessions (from $200) in addition to ongoing advice.
Team overview
-- AVG AGE
$72.7M AVG AUM / ADVISOR
$1.0M AVG AUM / CLIENT
6.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
6yrs Firm Age
Insights
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Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
T
Tanya J McCann
Chief Compliance Officer, Owner, Senior Vice President
- CRD
- #1019730
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $72,727,344 | -- |
| Non-Discretionary | $0 | -- |
| Total | $72,727,344 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Municipal Bonds:
Available Cash:
Available Public Funds:
Available Other:
Available U.S. Government/Agency:
Available Private Funds:
Available Equity - OTC:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| Other | Available | Available |
| U.S. Government/Agency | Available | Available |
| Private Funds | Available | Available |
| Equity - OTC | Available | Available |
| Total | Available | Available |
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