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Horizons Planning Corp.

Headquartered in ANN ARBOR, MI

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Firm Information

Horizons Planning Corp. is an independent, fee-only Registered Investment Advisor (RIA) with $65.57 million in assets under management as of its latest regulatory filing. The firm provides financial planning, pension consulting, and portfolio management services to a variety of clients, including high-net-worth individuals, corporations, and individuals other than high-net-worth. Horizons Planning Corp. has a team of three licensed agents and three investment advisor representatives. The firm's main office is located in [Main Office Address].

Horizons Planning Corp.

$65.57M

Assets Under Management

33

Total Clients

4

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (1)

HORIZONS PLANNING CORP. has a total of 1 branch locations across the country.
location

ANN ARBOR, MI

Advisors at Horizons Planning Corp.

View All 4 Advisors
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Scott Emil Wiard

RA

ANN ARBOR, MI

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Michael Scott Wiard

RA

ANN ARBOR, MI

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David John Keosaian

CFC®, RA

ANN ARBOR, MI

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Mark Paul Adams

RA

ANN ARBOR, MI

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Disclosures

There are no public disclosures for Horizons Planning Corp..

Frequently Asked Questions (7)

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