Tanya Mccann is a registered investment advisor at Horizons Financial Planning, based in Midland, TX, with 43 years of industry experience. Tanya operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 72 clients with $73M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.00% |
| $250K - $500K | 0.85% |
| $500K - $750K | 0.75% |
| $750K - $1.0M | 0.50% |
| $1.0M - $5.0M | 0.30% |
| $5M+ | 0.25% |
Asset management fees are negotiable.
Fee Estimator
Location
3009 N Big Spring, Midland, TX, 79705
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Horizons Financial Planning
Previous Registrations
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Investment Professionals, INC.
Investment Professionals, INC.Broker
Wachovia Securities, LLC
Wachovia Securities, LLCBroker
Principal Financial Securities,inc.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.