TrueAdvisor
TrueAdvisor
GW
ChFC
GW
ChFC

Grant Wenger

Hornor, Townsend & Kent, LLC
42 Years of Experience
Plymouth Meeting, PA
2 DisclosuresBrokerSells Insurance
View SEC Summary
View SEC Summary

Grant Wenger is a ChFC-designated registered investment advisor at Hornor, Townsend & Kent, LLC, based in Plymouth Meeting, PA, with 42 years of industry experience. Grant is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 28,369 clients with $9B in assets under management.

Hornor, Townsend & Kent, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
464 advisors
Number of Clients
28,369 clients
Average Client Portfolio
$318K average
Assets Under Management
$9.0B

Fee Structure

Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Fees are up to 1.5% and do not include separate manager fees and other charges associated with third-party asset manager programs. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

1000 Germantown Pike, Suite C-1, Plymouth Meeting, PA, 19462

Get directions

History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
March 2022
Denied
Customer Dispute
March 2012
Denied
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Grant works as an agent at a multi-line insurance brokerage, 1847 Financial, dedicating nearly full-time hours to sales and service of various insurance and annuity accounts. Grant also owns IFA Benefits, LLC, another multi-line insurance brokerage, spending about a quarter to half of his time on group insurance and related sales and service.

Employment History
Current Registrations
Hornor, Townsend & Kent, LLC
November 2017 - Present · 8 yrs 11 mos
Hornor, Townsend & Kent, LLCBroker
October 2017 - Present · 9 yrs
Previous Registrations
Securian Financial Services, INC.
February 2012 - October 2017 · 5 yrs 8 mos
Securian Financial Services, INC.Broker
January 2008 - October 2017 · 9 yrs 9 mos
Hornor, Townsend & Kent, INC.
July 2003 - January 2008 · 4 yrs 6 mos
Hornor, Townsend & Kent, INC.Broker
December 1995 - January 2008 · 12 yrs 1 mo
Pml Securities CompanyBroker
November 1983 - November 1995 · 12 yrs
State Registrations20 states
AZCACTDEFLGAHIILMAMDNCNJNMNYPARISCTXVAWA
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
More Advisors
More financial advisors in Plymouth Meeting, PA →All financial advisors in Pennsylvania →