HORIZONS FINANCIAL PLANNING

HORIZONS FINANCIAL PLANNING of MIDLAND, TX is an SEC-registered investment adviser (CRD 308216). Regulatory assets under management: $72.7M.

Registration

• CRD: 308216
• Type: Registered investment adviser
• Location: 3009 N BIG SPRING, MIDLAND, TX, 79705
• Phone: 432-559-3300
• Latest filing: 2026-04-01
• Regulatory AUM: $72.7M
• Discretionary AUM: $72.7M
• Clients: 1
• Accounts: 230

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 308216 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search