Fee-only adviser · Georgetown, TX
Growth Horizons Wealth Management LLC
Growth Horizons Wealth Management LLC is a fee-only investment adviser registered with the securities regulators of Arizona, California, Texas, with its main office in Georgetown, Texas. On its latest Form ADV, filed October 29, 2026, it reports $58M in regulatory assets under management, 81 individual clients and 2 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | State-registered: Arizona, California, Texas |
|---|---|
| Firm CRD number | 328037 |
| Office | 601 Quail Valley DR. Georgetown, TX 78626 |
| Phone | (512) 316-7207 |
| Website | www.growthhorizonswm.com |
| Regulatory assets under management | $58M |
| Individual clients | 61 non-high-net-worth, 20 high-net-worth |
| Financial planning clients | 1-10 |
| How it charges | Percentage of assets, Hourly, Fixed fee |
| Services | Financial planning, Portfolio management, Pension consulting, Selection of other advisers |
| Employees | 2 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | October 29, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Georgetown
- Sage Wealth Planning $127M
- Modern Financial Planning $116M
- Dversify Advisors LLC Not reported
See all 4 fee-only advisers in Georgetown →
Nearby
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- Bartlett 1 firm
- Cedar Park 7 firms
- Leander 3 firms
- Salado 1 firm
- Austin 125 firms
- West Lake Hills 1 firm
- Lakeway 6 firms
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