Tomas Parks
Tomas Parks is a ChFC-designated registered investment advisor at Hornor, Townsend & Kent, LLC, based in Woodstock, GA, with 25 years of industry experience. Tomas 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
980 Woodstock Pkwy, Suite 210, Woodstock, GA, 30188
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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
Tomas is a managing partner at Strategic Planning Group, a multi-line insurance brokerage, and also works as an agent for life insurance settlements, dedicating about a quarter of his time to each. He also teaches as an adjunct professor, serves as a trustee for Parks Family Foundation, and is the treasurer for Atlanta Youth Rugby Board, each taking minimal time.
Employment History
Current Registrations
Hornor, Townsend & Kent, LLC
Hornor, Townsend & Kent, LLCBroker
Previous Registrations
John Hancock Distributors, INC.Broker
John Hancock Mutual Life Insurance CompanyBroker
John Hancock Distributors, INC.Broker
John Hancock Mutual Life Insurance CompanyBroker
Jefferson-Pilot Investor Services, INC.Broker
New England Securities CorporationBroker
Guardian Investor Services CorporationBroker
E.I. Sales, INC.Broker
State Registrations24 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.