Zachary Thomas
Zachary Thomas is a CFP-designated registered investment advisor at Growth Horizons Wealth Management LLC, based in Georgetown, TX, with 7 years of industry experience. Zachary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 86 clients with $58M 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 | 1.75% |
| $500K - $2.0M | 1.50% |
| $2.0M - $5.0M | 1.25% |
| $5M+ | 0.90% |
Fees are negotiable. Additional fees apply when using third-party model marketplaces (Nucleus/AIM), Personalized Index Engine (PIE), and Tax Overlay Services.
Fee Estimator
Contact
Zachary Thomas
Location
601 Quail Valley Dr., Georgetown, TX, 78626
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Regulatory History
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 →Other Business Activities
Zachary is the owner of Growth Horizons Consulting, on the board of directors for two non-profits, a part owner of Advisor Referral Boost LLC, and a managing member of Arcadia Development Ventures LLC. Although Zachary is a licensed insurance agent, he currently does not sell insurance products.
Employment History
Current Registrations
Growth Horizons Wealth Management LLC
Previous Registrations
Heritage Wealth Management, LLC
Infinex Investments, INC.
Infinex Investments, INC.Broker
AXA Advisors, LLC
AXA Advisors, LLCBroker
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
State Registrations3 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.
Exams
Additional Information
I’m Zach Thomas, founder and steward of Growth Horizons Wealth Management, based in Georgetown, TX. As a fee-only, fiduciary advisor, our team empowers small business owners, high-net-worth individuals, and retirees to build purposeful lives through thoughtful, technology-forward wealth planning—because financial success should fuel what matters, not distract from it.