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CFP

Ryan Williamson

Horizon Wealth Management
26 Years of Experience
La Grange, IL
BrokerSells Insurance
View SEC Summary
View SEC Summary

Ryan Williamson is a CFP-designated registered investment advisor at Horizon Wealth Management, based in La Grange, IL, with 26 years of industry experience. Ryan 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

22 Calendar Court, 2nd Floor, La Grange, IL, 60525

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Ryan has several business activities, including real estate rentals, operating as a registered investment advisor through Horizon Wealth Management, and authoring a book. He also uses outside vendors for non-variable insurance products, dedicating minimal time to this activity, and is associated with Horizon Wealth West LLC, an insurance agency.

Employment History
Current Registrations
Horizon Wealth Management
April 2014 - Present · 12 yrs 6 mos
LPL Financial LLCBroker
March 2005 - Present · 21 yrs 7 mos
LPL Financial LLC
March 2005 - Present · 21 yrs 7 mos
Previous Registrations
LPL Financial LLC
August 2005 - November 2015 · 10 yrs 3 mos
Edward JonesBroker
August 2000 - March 2005 · 4 yrs 7 mos
State Registrations27 states
ARAZCACOFLGAILINLAMAMEMIMNMTNCNMNYOHORSCTNTXUTVAWAWIWY
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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