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CFP
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CFP

Ronald Reitz

Horizon Wealth Management
6 Years of Experience
La Grange, IL
Broker
View SEC Summary
View SEC Summary

Ronald Reitz is a CFP-designated registered investment advisor at Horizon Wealth Management, based in La Grange, IL, with 6 years of industry experience. Ronald 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 Activities

Ronald operates Horizon Wealth Management as a DBA for his LPL business and is also an Investment Advisor Representative (IAR) through Horizon Wealth Management, LLC. He dedicates full-time hours to these investment-related activities.

Employment History
Current Registrations
Horizon Wealth Management
June 2023 - Present · 3 yrs 4 mos
LPL Financial LLCBroker
May 2023 - Present · 3 yrs 5 mos
Previous Registrations
Lincoln Investment
January 2022 - April 2023 · 1 yr 3 mos
Capital Analysts
January 2022 - April 2023 · 1 yr 3 mos
Lincoln InvestmentBroker
January 2022 - April 2023 · 1 yr 3 mos
Equitable Advisors, LLC
November 2020 - January 2022 · 1 yr 2 mos
Equitable Advisors, LLCBroker
July 2020 - January 2022 · 1 yr 6 mos
State Registrations1 state
IL
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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