Nationwide Financial Planners

National Coverage

Local Professionals

Featured Business Financial Advisor in Lakewood Ranch, FL
Lakewood Ranch Financial Advisors
Horizon Wealth Advisors
9040 Town Center Parkway
Lakewood Ranch, FL 34202
(910) 352-0751
“Growth Through Wise Investing and Mindful Living”
Advisor Profile
Dwight Pendola CFP
Name:  Dwight Pendola CFP
Phone Number:  (910) 352-0751
Website:  Visit Website

About Horizon Wealth Advisors

Horizon Wealth Advisors is a Registered Investment Advisor based in Lakewood Ranch, Florida. We specialize in personal asset management for high net worth individuals, families, and institutions throughout Florida and Pennsylvania. Horizon Wealth Advisors offers the experience and sophistication of a large, institutional investment firm, with a level of attention and client service only an independent, locally-owned company can provide.

As your adviser, our goal is to help you focus on the long-term benefits of saving and investing today. We partner with you, guiding you and your family to a future of financial independence.

Together we will ensure that every aspect of your financial life is working seamlessly so that you can enjoy retirement.

It is our fiduciary duty to provide suitable investment advice and always act in your best interest.
 

General Information

Number of Years with Current Firm:    3
Years of Experience in Financial Services:    11
Name of Custodial Firm:    Charles Schwab
States Willing to do Business in:    Anna Maria,Apollo Beach,Bradenton,Bradenton Beach,Cortez,Ellenton,Longboat Key,Myakka City,Nokomis,Osprey,Palmetto,Parrish,Ruskin,Saint Petersburg,Sarasota,Sun City Center,Terra Ceia,Venice,Wimauma
States Licensed in:    FL
Firm CRD#:    148338
CRD#:    5419103
 

Qualifications & Memberships

Insurance and Annuity Licenses:    Variable Annuity, Life, Health
Securities Licenses:    Series 66
Certifications, Accreditations & Designations:    CERTIFIED FINANCIAL PLANNER™ Certificant
 

Compensation and Fees

Compensation Methods:    Based on Assets
Fee Structure:    Fee-Based (Fee and Commissions)
Minimum Fee Charged for Hourly Planning Accounts:    n/a
Minimum Fee Charged for Managed Accounts:    n/a
Additional Details on Charges:    Account Value Client Fee First $1,000,000 1.00% Next $1,000,000 0.75% Next $3,000,000 0.60% Next $5,000,000 0.45% Next $50,000,000 0.35% Over $60,000,000 Negotiable
Hourly Rate:    n/a
Fee % Based on Assets:    1%
 
 
 

This website provides information related to the subjects covered. Before making any financial or legal decisions, a professional should be consulted.