CRD: 115179
Horizons Planning Corporation
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- Custodian
- AOS ยท Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 06-09-1986
- Office Locations
- 1
Office Locations
About Horizons Planning Corporation
Horizons Planning Corporation is a fee-based fiduciary advisory firm in Ann Arbor, MI serving families with personalized investment management and holistic planning. The team reviews portfolios and goals, builds retirement and estate strategies, and helps clients address insurance needs while monitoring ongoing market, financial, and tax developments. Family-led with experienced advisors focused on simplifying complex planning.
Team overview
Insights
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
SCOTT EMIL WIARD
President
- CRD
- #1509365
- Ownership
- 75% or more
MICHAEL SCOTT WIARD
Financial Advisor, VICE PRESIDENT
- CRD
- #5270589
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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Mark Paul Adams
Advisor
- CRD
- #7563000
DAVID JOHN KEOSAIAN
Financial Advisor
- CRD
- #2373085
Showing 2 of 4 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $87,872,651 | -- |
| Non-Discretionary | $0 | -- |
| Total | $87,872,651 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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