GA
ChFC
GA
ChFC

Gregory Altenau

42 Years of Experience
Cincinnati, OH
1 DisclosureBrokerSells Insurance

Gregory Altenau is a ChFC-designated registered investment advisor at Hornor, Townsend & Kent, LLC, based in Cincinnati, OH, 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
456 advisors
Number of Clients
31,522 clients
Average Client Portfolio
$246K average
Assets Under Management
$7.8B

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.

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Location

5636 Bridgetown Rd, Suite H, Cincinnati, OH, 45248

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History

Regulatory History (1)
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
January 2012
Settled
Other Business ActivitiesSells Insurance

Gregory is an insurance agent with Altenau Financial Services since 1979, meeting with clients to discuss insurance and investment needs, taking about 10-20% of his time. He is also a trustee for Oakdale Park Office Condo Association, principal of Cabin Lake LLC, treasurer for a community band, and board member/treasurer for an archeological research institute, each requiring minimal time.

Employment History
Current Registrations
Hornor, Townsend & Kent, LLC
January 2003 - Present · 23 yrs 6 mos
Hornor, Townsend & Kent, LLCBroker
August 1983 - Present · 42 yrs 11 mos
State Registrations23 states
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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.
Gregory Altenau - Financial Advisor | TrueAdvisor