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

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Regulatory History (1)
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Financial
December 2023
Final
Employment History
Current Registrations
Hornor, Townsend & Kent, LLC
June 2022 - Present · 3 yrs 7 mos
Hornor, Townsend & Kent, LLC Broker
June 2022 - Present · 3 yrs 7 mos
Hornor, Townsend & Kent, LLC
June 2022 - Present · 3 yrs 7 mos
Previous Registrations
Key Investment Services LLC
June 2021 - June 2022 · 1 yr
Key Investment Services LLC Broker
June 2021 - June 2022 · 1 yr
Merrill Lynch, Pierce, Fenner & Smith Incorporated Broker
August 2020 - May 2021 · 9 mos
Wells Fargo Clearing Services, LLC Broker
December 2016 - July 2020 · 3 yrs 7 mos
Wells Fargo Clearing Services, LLC
October 2016 - July 2020 · 3 yrs 9 mos
U.S. Bancorp Investments, INC. Broker
March 2016 - October 2016 · 7 mos
PNC Investments
October 2015 - March 2016 · 5 mos
PNC Investments Broker
October 2015 - March 2016 · 5 mos
The Huntington Investment Company Broker
October 2014 - September 2015 · 11 mos
State Registrations2 states
OHPA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Alex Ryan Maicks - Financial Advisor | AdvisorDiscover