Kevin Mcgonagle
Kevin Mcgonagle is a registered investment advisor at Hornor, Townsend & Kent, LLC, based in Lower Gwynedd, PA, with 35 years of industry experience. Kevin 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
1018 N Bethlehem Pike, #C1, Lower Gwynedd, PA, 19002
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Regulatory History (1)
Customer Dispute
September 2010Other Business ActivitiesSells Insurance
Kevin is a managing partner at Redwood Financial Advisors, LLC, an insurance brokerage, since August 2012. He spends about 10-20% of his time on insurance sales and service for multiple carriers, including Penn Mutual Life Insurance Company.
Employment History
Current Registrations
Hornor, Townsend & Kent, LLC
Hornor, Townsend & Kent, LLCBroker
Previous Registrations
LPL Financial LLCBroker
Hornor, Townsend & Kent, INC.Broker
Park Avenue Securities LLCBroker
Nylife Securities INC.Broker
Mutual of Omaha Fund Management CompanyBroker
State Registrations6 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.