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JN
ChFC
JN
ChFC

John Norman

Hornor, Townsend & Kent, LLC
32 Years of Experience
Addison, TX
BrokerSells Insurance
View SEC Summary
View SEC Summary

John Norman is a ChFC-designated registered investment advisor at Hornor, Townsend & Kent, LLC, based in Addison, TX, with 32 years of industry experience. John 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

16633 N Dallas Parkway, Suite 525, Addison, TX, 75001

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

John is an agent at Penn Mutual Wealth Strategies and a partner/agent at Chandler & Knowles Financial, both multi-line insurance brokerages, since 2004 and 2016 respectively. He also works as an advisor at Wealth Coordination Partners, a life insurance brokerage, since 2023; these activities take up a significant portion of his time.

Employment History
Current Registrations
Hornor, Townsend & Kent, LLC
April 2004 - Present · 22 yrs 6 mos
Hornor, Townsend & Kent, LLCBroker
April 2004 - Present · 22 yrs 6 mos
Previous Registrations
New England Securities Corporation
August 1998 - March 2004 · 5 yrs 7 mos
New England SecuritiesBroker
August 1998 - March 2004 · 5 yrs 7 mos
Mutual of Omaha Investor Services, INC.Broker
December 1994 - July 1998 · 3 yrs 7 mos
New York Life Securities CORP.Broker
July 1985 - August 1986 · 1 yr 1 mo
State Registrations29 states
ALARAZCACOFLGAIAIDILKYMAMDMIMNMONCNHNMNVNYOHOKPATXUTVAWAWV
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.
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