AA
ChFC
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
437 advisors
Number of Clients
31,522 clients
Average Client Portfolio
$246K average
Assets Under Management
$7.8B
Fee Structure
Hourly Rate:Up to $500/hr
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
Retirement PlanningEducation PlanningEstate Planning
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Advisor Information
Office location
161 Washington St, Suite 1111, Conshohocken, PA, 19428
Get directionsRegulatory History
Clean regulatory record
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
Hornor, Townsend & Kent, LLC
May 2010 - Present · 15 yrs 8 mos
Hornor, Townsend & Kent, LLC Broker
May 2010 - Present · 15 yrs 8 mos
Previous Registrations
Hornor, Townsend & Kent, INC.
May 2006 - November 2009 · 3 yrs 6 mos
Hornor, Townsend & Kent, INC. Broker
November 2003 - November 2009 · 6 yrs
State Registrations1 state
PA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.