Bret Andrus
Bret Andrus is a registered investment advisor at Hornor, Townsend & Kent, LLC, based in Holladay, UT, with 40 years of industry experience. Bret 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
Bret works as an insurance agent for Cambridge Financial Group, focusing on insurance sales and service for multiple carriers, including Penn Mutual Life Insurance Company, dedicating about a quarter to about half of his time. Bret also owns rental property and is an agent for 1847Financial, a life insurance brokerage, dedicating nearly full-time hours to this role.
Employment History
Current Registrations
Hornor, Townsend & Kent, LLC
Hornor, Townsend & Kent, LLCBroker
Previous Registrations
The Advisors Group, INC.Broker
Sun Investment Services CompanyBroker
G. R. Phelps & CO., INC.Broker
State Registrations23 states
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