Robert Willever
Robert Willever is a CFP-designated registered investment advisor at Hornor, Townsend & Kent, LLC, based in Bethlehem, PA, with 40 years of industry experience. Robert 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
2571 Baglyos Cir, B-33, Bethlehem, PA, 18020
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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
Robert is the owner of Willever Wealth Management, an insurance brokerage, since 2012, where he provides insurance sales and services for multiple carriers. This activity, including sales for Penn Mutual Life Insurance Company, takes about a quarter of his time, including during securities trading hours.
Employment History
Current Registrations
Hornor, Townsend & Kent, LLC
Hornor, Townsend & Kent, LLCBroker
Previous Registrations
Investment Advisors & Consultants, INC.Broker
State Registrations10 states
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