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Robert Rosenhouse

37 Years of Experience
Montville, NJ
BrokerSells Insurance

Robert Rosenhouse is a registered investment advisor at Hornor, Townsend & Kent, LLC, based in Montville, NJ, with 37 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
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

Montville, NJ

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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

Robert is the owner/agent of Professional Planning Consultants, an insurance brokerage, since 1989. He dedicates about a quarter of his time to insurance sales and service for multiple carriers, including life settlements.

Employment History
Current Registrations
Hornor, Townsend & Kent, LLC
September 2011 - Present · 14 yrs 8 mos
Hornor, Townsend & Kent, LLCBroker
June 1989 - Present · 36 yrs 11 mos
Previous Registrations
Shearson Lehman Hutton INC.Broker
May 1988 - July 1989 · 1 yr 2 mos
State Registrations9 states
CACTDEFLNJNYPAVAWA
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.
Robert Rosenhouse - Financial Advisor | TrueAdvisor