Scott Wiard
Scott Wiard is a registered investment advisor at Horizons Planning Corporation, based in Ann Arbor, MI, with 31 years of industry experience. Scott operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 151 clients with $70M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $2.0M | 1.00% |
| $2M+ | 0.50% |
Fees are negotiable and discounts may be provided.
Fee Estimator
Location
250 W. Eisenhower Pkwy., Suite 140, Ann Arbor, MI, 48103
Get directionsHistory
Regulatory History (4)
Customer Dispute
December 2010Customer Dispute
January 2006Regulatory
October 2003Customer Dispute
July 2001Other Business ActivitiesSells Insurance
Scott is a partner in a commercial property management venture, taking minimal time, and the president and 100% owner of Horizon Planning Corporation, a registered investment advisor, taking nearly full-time. He is also licensed to sell life, health, and long-term care insurance in Michigan, dedicating about a quarter of his time to this activity.
Employment History
Current Registrations
Horizons Planning Corporation
Previous Registrations
Royal Alliance Associates, INC.Broker
Integrated Resources Equity CorporationBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.