Be Confident About Your Financial Future. Schedule a Complimentary Consultation Today
As most of you know, Horizon Wealth Advisors is a fee-only, fiduciary advisor in Houston, so I am “talking my book” as they say. I think that whether you choose a fiduciary advisor or not, it is important to understand the meaning of the term “fiduciary” and what responsibilities a … Read more »
New SEC Best Interests Rule Is a Lower Standard There are a wide variety of people who serve investors by helping them with their investments. There are large and small firms who either serve as a broker/dealer or as a registered investment advisor (“RIA”). One of the major distinctions between … Read more »
As we’ve mentioned in a previous note, the Department of Labor (DOL) released new rules last year requiring all financial advisors to follow a “fiduciary standard” when offering investment advice related to retirement accounts. Investors continue to be confused about the responsibilities that their advisor may have while guiding them in their … Read more »
The big news out of Washington D.C. this week is that the Department of Labor (DOL) has released a new rule that will require all financial advisors to follow a fiduciary standard when offering investment advice to individual investors for their retirement accounts. This new rule is designed to provide … Read more »
We are a NAPFA Member Firm and are included in the registry for the Institute for Fiduciary Standards.
2603 Augusta
Suite 1400
Houston, TX 77057
(713) 748-7000
Learn about our affiliated tax services firm Maddox, Thomson & Associates P.C.
© 2020. Horizon Wealth Advisors. All rights reserved.
This website uses cookies to improve your experience on our site. By using clicking ‘accept’ you consent to the use of cookies. Learn more.