Fast, Free &Confidential.

Paladin: Investor Services Since 2003

Firm Profile for Horizons Wealth Management, Inc

Back

Horizons Wealth Management, Inc

David S. Hunter

Candler, NC, 28715

Telephone: [800] 680-0982

MEMBER:

Visit Our Website

Email This Professional

Download My Profile

Email Profile to Friend

Our Business Philosophy

Our mission is simple- provide our clients with the professional financial assistance they need to reach their dreams!

As co-founder of Horizons Wealth Mgt, an independent fee-only firm, I'm committed to providing completely objective advice and excellent services. As a former US Air Force Officer, I know what it means to work as part of a team towards a common goal. We hold to these principles as we strive to enable our clients with the highest quality services to reach their financial goals. As part of our commitment, we also hold to a fiduciary standard in every aspect of the advisory relationship, which means our honest objectivity is not compromised by the lure of commissions or referral fees.

Our Education

Members of our firm hold the following numbers of degrees:

BA/BS/Equivalent: 2

MBA/MS/MA/Equivalent: 1

Financial Services

Number of Professionals and support staff:

Investment professionals: 2

Our professionals currently hold the following active securities licenses:

• Series 65 - Act as an investment advisor for fees

We provide our CRD or IARD numbers upon request:

• Yes

You can view our compliance record for financial services and products by going to www.finra.org and entering our CRD or IARD numbers. If no record appears, go to our state's securities commissioner website and enter the same number. http://www.finra.org/Investors/ToolsCalculators/BrokerCheck/index.htm

Our firm is a Registered Investment Advisor (RIA)

Members of our firm are acknowledged fiduciaries

We provide the following types of financial planning services:

• Financial Planning

• Retirement Planning

• College Planning

• Charitable Planning

• Tax Planning

• Investment Strategy

• Current Plan Reviews

We provide the following types of non-discretionary investment advice and services:

• Investment Strategy & Policy

• Asset Allocation

• Money Manager Selection

• Active

• Passive

• Risk Management

• Performance Measurement

• Tax Efficient Strategies

• Current Portfolio Reviews

We market the following types of investment products:

• Mutual funds

• Exchange Traded Funds

• Securities

Our minimum asset requirement for our investment services is:

• None

Our minimum net worth requirement for our planning services is:

• None

Our primary professional association memberships include:

• NAPFA (National Association of Personal Financial Advisors)

• Paladin Registry

• Asheville Chamber of Commerce

Insurance Services

Firm professionals and support staff:

Number of insurance professionals: 2

You can view our compliance record for insurance services and products by going to our state's Insurance Commissioner website:

• http://www.naic.org/state_web_map.htm

Business Practices

Our method(s) of compensation are:

• Asset-based fee (Percent of assets)

• Fixed fee

• Hourly fee

We provide services to remote clients over the telephone and Internet

We provide the following types of information services:

• Online consumer education

• Quarterly reports

We generally respond to client calls or emails:

• The same business day (If call or email is received in the AM)

Certification:

We certify all of the information in our firm profile is accurate, complete, and up-to-date.

Firm: Horizons Wealth Management, Inc

Most Recent Update: April 19, 2009

FindFinancialAdvisors.com is a companion service of PaladinRegistry.com. Like Paladin Registry, FindFinancialAdvisors connects investors to financial advisors, financial planners, Stock Brokers, and Insurance Agents.

Financial professionals in our directory provide the following types of services: financial planning, retirement planning, college planning, investment advice, financial services, mutual funds and securities. They also provide life insurance, annuities, tax planning, and tax preparation.