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Dwight Pendola CFP®

Horizon Wealth Advisors

9040 Town Center Parkway

Lakewood Ranch, FL 34202
(910) 3520751

Growth Through Wise Investing and Mindful Living

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

Firm Start Year

2009

No.of Employees

5-9

CRD#

5419103

Firm CRD#

148338

Name of Custodial Firm

Charles Schwab

States Licensed in

FL

Years of Experience in Financial Services

11

Number of Years with Current Firm

3

Qualifications & Membership

Certifications, Accreditations & Designations

CERTIFIED FINANCIAL PLANNER™ Certificant

Securities Licenses

Series 66

Insurance and Annuity Licenses

Health, Variable Annuity, Life

Compensation and Fees

Fee Structure

I am a Fee-Based financial professional

Compensation Methods

Based on Assets

Fee % Based on Assets

1%

Hourly Rate

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

Minimum Fee Charged for Managed Accounts

n/a

Minimum Fee Charged for Hourly Planning Accounts

n/a

Education

Bachelor of Science - Finance

University of North Carolina at Wilmington
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