RIA Intel›Advisers›Illinois›NEW HORIZON WEALTH PLANNING, LLC

NEW HORIZON WEALTH PLANNING, LLC

Advisory

Data as of Apr 3, 2026 · Source: SEC Form ADV

Rank in IL

#1,652

of 1,719 advisers by AUM

Average account

$525K

across 4 accounts

AUM per adviser

$2M

1 advisers

Source: SEC Form ADV. Figures as filed Apr 3, 2026.

Total AUM

$2M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$2M

Discretionary AUM$2M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients4

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndApril

Operates InIL

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

4 clients

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

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Advisers of similar size in IL

Closest by assets under management. All figures from Form ADV.

HERO INVESTMENT PLANNERS LLC

WEST DUNDEE, IL

$2M

0.0% 1Y

ACCOUNTANTS WEALTH MANAGEMENT GROUP LLC

$2M

EVATI ADVISORY SERVICES, LLC

EVANSTON, IL

$2M

MC WEALTH ADVISORS LLC

$2M

DALE CHARLES MALEY

$2M

FINANCIAL PLANNING RESOURCES,LLC

$2M

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