Gregory Brown
Gregory Brown is a CFP, ChFC-designated registered investment advisor at Hornor, Townsend & Kent, LLC, based in Holladay, UT, with 42 years of industry experience. Gregory operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Retirement Planning. Their firm serves 31,522 clients with $7.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
HTK offers investment advisory services through third-party asset managers (TPAMs). When HTK and its advisors act as co-advisors, they may receive a portion of the advisory fee charged by the TPAM. In some cases, the advisor may add a fee to the TPAM fee for certain advisory services. HTK charges up to 1.5% of the client's account value, not including manager fees and other charges associated with the TPAM program.
Location
1895 E Rodeo Walk Dr, Suite 200 #B, Holladay, UT, 84117
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Regulatory History
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
Gregory works as an agent at Cambridge Financial, a multi-line insurance brokerage, dedicating nearly full-time hours to sales and service of life, health, disability income, long-term care, and annuity clients. Gregory also owns Advantage Financial Strategies, used exclusively for payroll purposes, requiring minimal time.
Employment History
Current Registrations
Hornor, Townsend & Kent, LLC
Hornor, Townsend & Kent, LLCBroker
Previous Registrations
Hornor, Townsend & Kent, INC.Broker
Hornor, Townsend & Kent, INC.
Financial Network Investment Corporation
Financial Network Investment CorporationBroker
Advantage Financial Strategies
Princor Financial Services CorporationBroker
MML Investors Services, INC.Broker
Hickey, Kober, IncorporatedBroker
Blc Equity Services CorporationBroker
State Registrations5 states
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.