Kingston Horizon Advisors LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$102,592
Clients
1
0% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
1
Very LowAverage account size
$102,592
About
Kingston Horizon Advisors LLC provides investment advisory and financial planning services to pension plans, businesses, non-profit and government entities, trusts, families, and individual investors. Its offerings include discretionary portfolio management using low-cost mutual funds and ETFs, standalone financial planning engagements, and retirement plan advisory services.
The firm typically builds diversified, long-term oriented portfolios tailored to a client’s stated goals, risk tolerance and financial situation, employing both fundamental and technical analysis and, when appropriate, individual stocks, bonds, or options. KHA also performs ongoing monitoring and rebalancing, tax-aware disposition of legacy holdings, and fixed-fee financial planning engagements that may lead to implementation of managed accounts.
What is distinctive about the firm is its provision of retirement plan advisory and pension-consulting services (including IPS design and monitoring, vendor analysis, benchmarking, ERISA 404(c) assistance and participant education tracking) while operating as a small, newly established independent advisor; offering 3(21)-style fiduciary support is relatively uncommon among peers of this scale. The firm manages a modest amount of discretionary client assets (approximately $102,592 as of the most recent filing), which highlights an atypical mix of institutional retirement-plan consulting alongside individualized investment management.
Client services
Financial planning
Portfolio management
Pension consulting
Fee options
$0 - $100,000: 1.50% $100,001 - $250,000: 1.25% $250,000 - $500,000: 1.00% $500,000 - $750,000: 0.85% $750,001 - $1,000,000: 0.75% $1,000,001 - $1,500,000: 0.625% $1,500,001 - $2,000,000: 0.50% $2,000,001 - $5,000,000: 0.375% $5,000,000+: 0.25%
Fee-only: Fixed fee ranging from $1,000 to $5,000 per engagement for financial planning services
Main office location
Kingston Horizon Advisors LLC
Paramus NJ, United States
Number of offices
1
Most active in
Kingston Horizon Advisors LLC has reported serving >5 clients in these states in the last 12 months.
New Jersey
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Discover
Compare top advisor firms by metric, firm size, and location.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")