Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
HTK charges up to 1.5% of the client's account value for advisory services with TPAMs, not including manager fees. Financial planning and consulting fees are negotiable. Retirement plan consulting services are charged based on a percentage of assets (up to 1%), hourly (up to $500/hour), or a flat rate. Clients may pay fees to AdvicePay, an unaffiliated service provider. HTK may receive fees from TPAMs for conferences, events, and marketing support.
Areas of Practice
Advisor Information
Office location
7450 W 130th St, #150, Overland Park, KS, 66213
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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 →Other Business ActivitiesSells Insurance
Andrew is an insurance agent with Total Financial Group, Inc. since 2014, and also a self-employed insurance agent since 2000, marketing and selling various insurance products and fixed annuities, taking about a quarter of his time. He also owns Seniors Only, Inc., a non-public corporate entity used for administrative purposes, which requires minimal time.