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David Bonski is a registered investment advisor at Blue Horizon Wealth Management, LLC, based in Johnstown, PA, with 12 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching.
Compensation
Fixed/Hourly
Firm Size
1 advisor
IM Fee
Planning only
Fee Structure
- Financial Health and Financial Fitness Services: BLUE HORIZON charges $100 per hour for these services. The total fee is based on the estimated time required, and half is due upfront, with the remainder due upon delivery of the plan. Monthly payments can be arranged.
- Ad Hoc Consultation Services: BLUE HORIZON charges $150 per hour for these services.
Hourly Rate:$100 - $150/hr
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Location
Johnstown, PA
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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.
Learn about disclosures →Employment History
Current Registrations
Blue Horizon Wealth Management, LLC
October 2013 - Present · 12 yrs 6 mos
State Registrations1 state
PA
Advisor
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.