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CFP

Bruce Heymont

Horizon Wealth Management
38 Years of Experience
Los Angeles, CA
1 DisclosureBrokerSells Insurance
View SEC Summary
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Bruce Heymont is a CFP-designated registered investment advisor at Horizon Wealth Management, based in Los Angeles, CA, with 38 years of industry experience. Bruce is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 1,306 clients with $1.1B in assets under management.

Horizon Wealth Management
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6 advisors
Number of Clients
1,306 clients
Average Client Portfolio
$825K average
Assets Under Management
$1.1B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Fees range up to 1.50% annually based on factors such as portfolio complexity and asset size. Fees may be negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

1880 Century Park East, Ste 1008, Los Angeles, CA, 90067

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
December 2004
Denied
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Bruce is involved with Heymont & Company, Inc. and another entity, both related to non-variable insurance, dedicating about half of his time to each. He also provides investment advisory services through Horizon Wealth Management, an independent investment advisor firm, dedicating full-time hours.

Employment History
Current Registrations
Horizon Wealth Management
June 2022 - Present · 4 yrs 4 mos
LPL Financial LLCBroker
March 2002 - Present · 24 yrs 7 mos
Previous Registrations
The Heymont Group Wealth Management and Retirement Solutions
November 2006 - August 2022 · 15 yrs 9 mos
LPL Financial LLC
March 2002 - August 2022 · 20 yrs 5 mos
Trusted Securities Advisors CORP.Broker
July 1999 - December 2001 · 2 yrs 5 mos
Mony Securities CorporationBroker
February 1988 - March 2002 · 14 yrs 1 mo
Mony Securities CorporationBroker
February 1988 - July 1999 · 11 yrs 5 mos
The Mutual Life Insurance Company of New YorkBroker
February 1988 - October 1990 · 2 yrs 8 mos
State Registrations11 states
AZCAFLGAILNYOHORTNUTVA
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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