Berkely manages $100 million in AUM as of August 2023. Berkely Arrants is a CERTIFIED FINANCIAL PLANNER™ professional with over 20 years of experience in the financial services industry. She is the founder of Horizon Advisory Group, LLC, a national personal and business financial planning firm.
Her areas of experience include retirement planning, investment management, and estate planning. She also works with closely-held businesses to help them with transition planning, employee retention, and executive benefits.
Berkely believes that clients need to be well-informed about the important decisions they face, not only for themselves but also for those who depend upon them. She works hard to educate her clients so that they have the confidence to move forward with plans that fit their specific situation.
Berkely is a trusted advisor who is dedicated to her clients' financial success. She is known for her clear communication style, her ability to simplify complex financial concepts, and her commitment to helping her clients achieve their goals.
She grew up in London, UK, and returned to the United States for college, where she graduated from the University of Pennsylvania with a B.A. in Psychology. Berkely has been involved in several Boards over the years including Volunteers in Medicine, the First Presbyterian Day School, The Houston Children's Chorus, The University of Pennsylvania Alumni Club of Houston, and she was an Elder at First Presbyterian Church in Hilton Head. Outside of work, Berkely is devoted to her family and her community. She and her husband, Wayne, have two adult children, Tucker and Devin. She practices yoga regularly and loves to travel and spend time outdoors.
Berkely looks forward to connecting with you soon.
For more information, please visit www.horizonadvgroup.com and www.linkedin.com/in/berkelyarrants/
Horizon Advisory Group, LLC is a values based national financial planning and wealth management firm with offices in Houston, FL and the DC metro area. We work with individuals and closely-held business creating customized plans to help achieve your goals.
|Firm Start Year:||2014|
|No. of Employees:||5-9|
|Insurance License#:||CA Insurance License #0F10801|
|Name of Broker/Dealer:||Commonwealth Financial Network|
|Name of Custodial Firm:||NFS|
|States Licensed in:||AL, AZ, CA, CO, DC, FL, IA, IL, LA, MD, NC, NY, PA, SC, TX, VA, WV|
|Number of Years with Current Firm:||9|
|Work Experience:||Berkely began working as a financial plan and wealth manager in 2000. In 2014, she formed Horizon Advisory Group, LLC.|
|Work with the following types of clients:||Businesses, Individual Investors, Non-Profit Organizations|
|Advisory Services Provided:||Estate Planning & Trusts, Insurance Products & Annuities, Retirement Planning, 401K Rollovers, Wealth Management, Risk Management, Financial Planning for Businesses, Financial Planning for Individuals, Education Funding and Planning|
|Investment Types:||Alternative Investments, Exchange Traded Funds (ETFs), Bonds, Options & Futures, Stocks, Annuities, Insurance, Mutual Funds, Socially Responsible Investments (SRI)|
|Can meet clients in the following ways:||Your Home, Our Office, Phone, Email, Your Office, Video Conference|
Qualifications & Memberships
|Insurance and Annuity Licenses:||Variable Life, Long Term Care, Variable Annuity, Life, Annuity, Disability|
|Firm's Number of Clients:||220|
|Firm's Number of Planning Clients:||150|
|Firm's Number of Managed Clients:||200|
|Advisor's Number of Clients:||105|
|Advisor's Number of Managed Clients:||100|
|Advisor's Number of Planning Clients:||85|
|Assets Managed by Advisor:||$100,000,000|
Compensation and Fees
|Minimum Portfolio Size for New Managed Accounts:||$250,000|
|Compensation Methods:||Based on Assets, Commissions|
|Additional Details on Charges:||Wealth Management fees generally start at .95% and decline as asset size increase. Financial planning fee is charged for each year that you require our services.|
|Bachelor of Arts - Psychology||University of Pennsylvania
- Phiadelphia, PA
|Financial Planning for Businesses
We work with closely-held businesses to help with transition planning, employee retention, and executive benefits.
|Financial Planning for Individuals
We help establish where you are now, where you want to be, and work with you to find the best path to get there within the framework of your goals and values.
This is one of the most important transitions you will make and cannot be left to chance. Are you correctly positioned for a successful transition?
This is part of risk management. We will help you evaluate what you have in place currently.
|Education Funding and Planning
How much to you want to pay towards your children or grandchildren's education? How much should they be responsible for? We can evaluate the impact on education fund and help you plan.
We manage portfolios that are customized to your needs, risk tolerance and timeline. Once we understand your goals, we will be able to offer and guidance on your investment.
We can plan all day long for what will go right, but what if something goes wrong? Part of evaluating your circumstances is looking at what-if scenarios and doing what can be done to mitigate potential damage to your financial future.
Annuities can increase your probability of success in the future. While not appropriate for everyone, they may help secure your future.
|Estate Planning & Trusts
Estate planning is an important part of everyone's plan, from a basic will and ancillary documents, to more advanced trust planning. We will help educate you on what helps you achieve your goals.
WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest.
Commonwealth Financial Network ADV 2A
Additional Detailed Disclosures
|Mon.||9:00 AM - 6:00 PM|
|Tue.||9:00 AM - 6:00 PM|
|Wed.||9:00 AM - 6:00 PM|
|Thu.||9:00 AM - 6:00 PM|
|Fri.||9:00 AM - 6:00 PM|
|Tampa||DC and surrounding area|
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