Measured Horizon Wealth is a registered investment advisor founded in 2026 and based in Gilbert, Arizona. The firm offers a two-phase service model that begins with a foundational financial planning engagement followed by an ongoing wealth management relationship. Measured Horizon Wealth helps clients navigate various financial areas, including retirement planning, cash flow and debt management, tax planning strategies, estate planning coordination, employee benefits optimization, insurance review, college savings, and business planning. The firm uses Modern Portfolio Theory and a mix of passive and active investment strategies to manage client portfolios on a discretionary basis. Measured Horizon Wealth operates as a fee-only firm, meaning compensation comes solely from client fees rather than commissions or product sales.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.5M | 0.80% |
| $2.5M - $10.0M | 0.60% |
| $10M+ | 0.50% |
Fees are negotiable.