Horizon Wealth Investment Solutions provides financial planning, portfolio management for individuals and small businesses, and selecting other managers.
Horizon Wealth Investment Solutions reports 163 clients. They include 87 individual clients and 76 high-net-worth individuals. Of its assets, 100.0% ($147M across 485 accounts) are managed with discretion. A wrap fee program the firm both sponsors and manages holds $249M.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 53% | 11% |
| High-net-worth individuals | 47% | 89% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 87 | $16.5M | 11.2% | $190K |
| High-net-worth individuals | 76 | $131M | 88.8% | $1.72M |
| Total | 163 | $147M | 100% | $903K |
- Clients
- 87
- Regulatory AUM
- $16.5M
- AUM share
- 11.2%
- Avg. per client
- $190K
- Clients
- 76
- Regulatory AUM
- $131M
- AUM share
- 88.8%
- Avg. per client
- $1.72M
Total
- Clients
- 163
- Regulatory AUM
- $147M
- AUM share
- 100%
- Avg. per client
- $903K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Horizon Wealth Investment Solutions charges up to 2.00% a year for its Investment Management. The fee is negotiable and requires an account of at least $1,000,000. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- Consulting Services
- Consulting fees are negotiated for each limited-scope project and billed monthly as services are rendered.
- Stand-Alone Financial Planning
- Stand-alone financial planning is a fixed fee ranging from $1,000 to $75,000, with 50% due on execution of the agreement.
Daniel Blair owns 50% to 75% of Horizon Wealth Investment Solutions. It has 7 employees, 4 of them in advisory roles.
Leadership
Daniel BlairManaging Member/ CCO
Blair MelissaManaging Member
Investment adviser representatives
7 representatives listed in the SEC register as of 9 October 2026.
Staff
- 7 employees
- 4 in advisory functions
- 2 broker-dealer reps
- Owns 50% to 75% of Horizon Wealth Investment Solutions LLC
Daniel Blair
Control person · since October 2024
- Owns 50% to 75% of Horizon Wealth Investment Solutions LLC
Blair Melissa
Control person · since October 2024
Besides its headquarters, Horizon Wealth Investment Solutions has 2 offices, with 3 listed addresses in Colorado, Oregon and Virginia.
Colorado · 1 listed address
- 650 S. Cherry St., Ste 825, DenverHQ
Oregon · 1 listed address
- 1250 Main Street East, Monouth
Virginia · 1 listed address
- 8300 Boone BLVD, Vienna
Other business names
Horizon Wealth Investment Solutions has reported 3 other business names to the SEC.
- HW Tax Strategies
- Horizon Wealth
- Vision Wealth
Contact and registration details
- Legal name
- Horizon Wealth Investment Solutions LLC
- Headquarters
- 650 S. Cherry St., Ste 825, Denver, CO 80246
- Website
- myhorizonwealth.com
- Phone
- 303-777-7124
- @horizon-wealth
- SEC file
- 801-134662
- Structure
- Colorado LLC
- Fiscal year end
- December
Horizon Wealth Investment Solutions uses Charles Schwab ($121M, 83%) and Fidelity ($25.5M, 17%) as custodians for its separately managed accounts. Horizon Wealth Investment Solutions has custody of $3.07M in client assets for 438 clients.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $121M83%
- FidelityFidelity Brokerage Services LLC · Smithfield, RI · $25.5M17%
At year end, Horizon Wealth Investment Solutions’ separately managed accounts were mostly in stocks (73%).
What the accounts hold
- Stocks73%
- Other27%
- Private placements27%
How many clients does Horizon Wealth Investment Solutions have?
Horizon Wealth Investment Solutions has 163 clients and manages $147 million for them, as of July 2026. They include 87 individual clients and 76 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 27 July 2026
What services does Horizon Wealth Investment Solutions offer?
Horizon Wealth Investment Solutions provides financial planning, portfolio management for individuals and small businesses, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Horizon Wealth Investment Solutions charge?
Horizon Wealth Investment Solutions charges up to 2.00% a year for its Investment Management. The fee is negotiable and requires an account of at least $1,000,000.
Which custodians does Horizon Wealth Investment Solutions use?
Horizon Wealth Investment Solutions’ separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $121M and Fidelity Brokerage Services LLC (Smithfield, RI), with $25.5M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 27 July 2026
How many financial advisors does Horizon Wealth Investment Solutions have?
Horizon Wealth Investment Solutions has 0 investment adviser representatives registered with state securities authorities, out of 7 employees, and 4 perform investment advisory functions. 2 employees are registered representatives of a broker-dealer and 0 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Horizon Wealth Investment Solutions invest in?
At the end of its last fiscal year, Horizon Wealth Investment Solutions’ separately managed accounts held 73% exchange-traded equities and 27% other. The 27% other category is described as: Private Placements.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Does Horizon Wealth Investment Solutions have a minimum investment?
Yes, Horizon Wealth Investment Solutions’ minimum account size for its Investment Management is $1M.
Who owns Horizon Wealth Investment Solutions?
Horizon Wealth Investment Solutions’ direct owners are Daniel Blair (50% to 75%) and Blair Melissa (50% to 75%).
Source: Form ADV Part 1A, Schedules A and B, filed 27 July 2026
How does Horizon Wealth Investment Solutions get paid?
Horizon Wealth Investment Solutions is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Horizon Wealth Investment Solutions?
Horizon Wealth Investment Solutions’ main office is at 650 S. Cherry St., Ste 825, Denver, CO 80246. Its phone number is 303-777-7124. Its website is myhorizonwealth.com.