Horton Financial Planning operates as a fee-only advisory firm offering hourly and project-based financial planning and investment advice to individuals. Led by principal Thomas Horton, the firm assists clients with general financial guidance or specific areas such as asset allocation, investment selection, income and expense planning, tax planning, insurance planning, estate planning, retirement planning, and education planning. The firm employs a long-term, buy-and-hold philosophy favoring passive investing and low-cost index funds. Horton Financial Planning does not manage investment portfolios continuously, maintain custody of client funds, or exercise trading authority without client approval.
Assets Under ManagementN/A
Clients29
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
- Hourly financial planning and investment advice — $200 per hour, billed in six-minute increments.
- Project-based services — Fixed fees determined by multiplying the anticipated hours by the $200 hourly rate.
One-Time Plan:From $200
Hourly Rate:$200/hr
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