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HORIZONS PLANNING CORPORATION

Advisory

ANN ARBOR, MI

Data as of Mar 24, 2026 · Source: SEC Form ADV

Rank in MI

#421

of 521 advisers by AUM

Average account

$243K

across 361 accounts

AUM per adviser

$22M

4 advisers

Source: SEC Form ADV. Figures as filed Mar 24, 2026.

Total AUM

$88M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

4

Assets Under Management

Total AUM$88M

Discretionary AUM$88M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients147

Team

Total Employees4

Investment Advisers4

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InMI, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

147 clients

5 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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