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Mark Paul Adams

Horizons Planning Corp.

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About Mark Paul Adams

Mark Paul Adams is a registered investment advisor representative (IAR) with Horizons Planning Corp. Mark is also a licensed life, health, and annuity insurance agent. Mark has been in the industry since May 2022 and has held various positions including a role with Whirlpool Corporation. Mark specializes in providing financial planning, pension consulting, educational seminars, market timing services, and portfolio management for individuals, businesses, and pooled investment vehicles. Mark has a Series 65 license and is currently registered in Michigan and Texas.

Firm Information

Mark Adams is currently registered with Horizons Planning Corp.. 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].

$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.

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Mark Adams’s Registration & Firm History

MI

04/25/2023 - Present

Horizons Planning Corp. (ANN ARBOR MI)

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Licenses & Designations

IA

Issued 06/09/2022

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Mark Paul Adams.
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