PALADIN RESEARCH REPORT FOR:

David Hunter
CFP®

Firm: Horizons Wealth Management

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Business Philosophy
Our mission is simple- provide our clients with the professional financial assistance they need to reach their dreams! As co-founder of Horizons Wealth Mgt, an independent fee-only firm, I'm committed to providing completely objective advice and excellent services. As a former college athlete, I know what it means to be part of a team. We use these principles to enable our clients with the highest quality services to reach their financial goals. As part of our commitment, we also hold to a fi
Tips
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PALADIN QUALITY RATING
15
YEARS OF EXPERIENCE
2009
ADMITTED TO REGISTRY
$250,000
MINIMUM ASSET REQUIREMENT

I. Snapshot

A. Key Contact Name
  • David Hunter
B. Paladin Registry Certified
  • View Findings Report
C. Credentials
  • Years of Experience: 15
  • Degrees or Years of College: Western Carolina University BSBA
  • Certifications: CFP®
D. Compliance Record
  • No Disclosures
E. Minimum Asset Requirement
  • $250,000
F. Types of Client Relationships
  • Traditional
  • Virtual
  • Robo

II. Contact Information

A. Key Contact
  • David Hunter
B. Main Location
  • 82 Patton Ave., Suite 210
    Asheville, North Carolina, 28801
C. Additional Locations
  • Greenville, South Carolina
D. Telephone
  • 864.516.7501

III. Internet

B. Social Connections
C. View Articles

IV. Firm(s)

A. Name of Firm
  • Horizons Wealth Management
B. Name of RIA
  • Horizons Wealth Management
C. Name of Broker/Dealer
  • None
D. Relationship to Firm
  • Owner

V. Credentials

A. Paladin Quality Rating
  • 5 Stars
  • View Paladin Quality Ratings
B. Years of Financial Experience
  • 15 Years
C. Education, Degrees, Years
  • Western Carolina University - BSBA
D. Current Certifications
E. Financial Industry Associations (Active Memberships)
  • NAPFA
F. Firm Credentials
  • Number of professionals 3
  • Combined years of experience 32
  • Combined degrees 4
  • Combined certifications 2

VI. Registration, Licensing,
Compliance

A. RIA/IAR Registration
  • RIA and IAR
B. Type of RIA Registration
  • State - North Carolina
C. Industry Licenses
  • None
D. Registration & License Numbers
  • CRD: 4870351
  • IARD: None
  • Insurance: None
E. State Licences
  • Financial Advice, Services for Fees: See List
F. Compliance Record (Investment)
  • No Disclosures
G. Compliance Record (Insurance)
  • No Disclosures
H. Criminal Disclosure(s)
  • None
I. Additional Disclosure(s)
  • None
J. View our ADV(s)
K. Links

VII. Business Data & Practices

A. Business Philosophy
  • Read Business Philosophy

    Our mission is simple- provide our clients with the professional financial assistance they need to reach their dreams! As co-founder of Horizons Wealth Mgt, an independent fee-only firm, I'm committed to providing completely objective advice and excellent services. As a former college athlete, I know what it means to be part of a team. We use these principles to enable our clients with the highest quality services to reach their financial goals. As part of our commitment, we also hold to a fi

B. Minimum Asset Requirement
  • $250,000
C. Number of Current Clients
  • 85 client families
D. Assets Under Management or Advisement
  • $35,000,000
E. Methods of Compensation
  • Hourly Fee
  • Fixed Fee
  • Asset-Based Fee
F. Methods of Communication
  • Face-to-Face Meetings
  • Telephone
  • Email
  • Skype/Video-Voice
G. Types of Reports (Frequency)
  • Performance (Quarterly)
  • Brokerage Statement (Monthly)
  • Market Environment (Bi-Monthly)
  • Newsletters (Bi-Monthly)
H. Second Language(s)
  • No
I. Value Statement
  • Not Available

VIII. Clients & Services

A. Types of Clients
  • Individuals & Couples (Working Years)
  • Individuals & Couples (Retirement Years)
  • Other: Company 401k's
B. Types of Financial Services
  • Planning Advice & Services
  • Investment Advice & Services (Fees)
  • Insurance Products
  • Tax Advice & Services
C. Discretionary Asset Management
  • Discretionary and Non-Discretionary
D. Limited Engagement Services
  • Planning Only
  • Financial Plan Reviews
  • Investment Portfolio Reviews
  • Hourly Consultations
E. Custodian(s)
  • Shareholders Service Group
  • Scottrade
  • Motif

IX. Certification

Advisor Name
  • David Hunter
Most Recent Update:
  • Mar 2, 2016

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