Horizons Wealth Management, Inc.

David Hunter


Registry Member Since 2009

PRC Certified: View Findings Report

About Me

Type of Organization
  • Member of a Firm
Name of RIA
  • Horizons Wealth Management, Inc.
Relationship to RIA
  • Owner
Broker/Dealer Name
  • No
Years of Experience
  • 14 Years
Certifications & Designations
College Degrees or Years
  • Western Carolina University - BSBA
Association Memberships
Registrations & Licenses
  • RIA/IAR Registration
  • Type of RIA Registration: State - North Carolina
CRD Number
IARD Number
Insurance Number
  • None
State Licenses (Investments)
  • None
State Licenses (Insurance)
  • None
View ADV
Compliance Disclosures
  • None
Criminal Disclosures
  • None
Financial Fiduciary
  • Yes
Second Language(s)
  • None

About My Firm

  • 82 Patton Ave., Suite 202
    Asheville, North Carolina, 28801
Additional Locations
  • Greenville, South Carolina
Telephone (Main Office)
  • 828.337.9395
Number of Clients
  • 65 client families
Amount of Assets
  • $28,500,000
Minimum Asset Requirement
  • None
Types of Fees
  • Hourly Fee
  • Fixed Fee
  • Asset-Based Fee
Types of Commission
Advice & Services for Fees
  • Planning Advice & Services
  • Investment Advice & Services (Fees)
  • Insurance Products
  • Tax Advice & Services
Types of Clients
  • Individuals
  • Other
  • Foundations
  • Businesses
Limited Engagement Services
  • Planning Only
  • Financial Plan Reviews
  • Investment Portfolio Reviews
  • Hourly Consultations
Investment Decision-Making
  • Yes
Primary Custodian(s)
  • Shareholders Service Group
  • Scottrade
  • Motif
Types of Reports (Frequency)
  • Performance (Quarterly)
  • Brokerage Statement (Monthly)
  • Market Environment (Bi-Monthly)
  • Newsletters (Bi-Monthly)
Firm/Team Information

The following information is for advisors who are part of a firm (multiple professionals, same employer) or a team (multiple professionals, different employers)

  • Number of professionals 2
  • Combined years of experience 28
  • Combined degrees 3
  • Combined certifications 2
My 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 fiduciary standard in every aspect of the advisory relationship, which means our honest objectivity is not compromised by the lure of commissions or referral fees.

My Articles My Disclosures
Some professionals and firms have disclosures.


I certify the information in this research report is accurate and current.

Advisor Name: David Hunter
Most Recent Update: Jul 15, 2015

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