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CFP
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CFP

Gerald Hoenings

Kovack Advisors, INC.
34 Years of Experience
Jupiter, FL
1 DisclosureBrokerSells Insurance
View SEC Summary
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Gerald Hoenings is a CFP-designated registered investment advisor at Kovack Advisors, INC., based in Jupiter, FL, with 34 years of industry experience. Gerald is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 13,293 clients with $6.3B in assets under management.

Kovack Advisors, INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
258 advisors
Number of Clients
13,293 clients
Average Client Portfolio
$472K average
Assets Under Management
$6.3B

Fee Structure

Minimum Investment:$10K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.90%

Maximum annual fee is 2.90%. Fees are negotiable depending on asset amount, type, complexity, and services provided. Combined fees with third-party managers will not exceed 2.90%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

801 Maplewood Drive, Suite 3, Jupiter, FL, 33458

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
July 2011
Settled
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Gerald operates as an advisor for Hoenings Wealth Management and is the president of Pinnacle Tax (Jupiter and Palm Beach). He is also a CPA, president of Fixed Insurance, and manager of BGE Ventures, LLC, which sells fitness equipment online; he dedicates a few hours per week to this venture.

Employment History
Current Registrations
Kovack Advisors, INC.
June 2007 - Present · 19 yrs 4 mos
Kovack Securities INC.Broker
June 2007 - Present · 19 yrs 4 mos
Previous Registrations
Gunnallen Financial, INC
January 2006 - June 2007 · 1 yr 5 mos
Gunnallen Financial, INCBroker
January 2006 - June 2007 · 1 yr 5 mos
Royal Alliance Associates, INC.
October 2005 - January 2006 · 3 mos
Royal Alliance Associates, INC.Broker
January 2005 - January 2006 · 1 yr
Royal Alliance Associates, INC.Broker
December 2002 - December 2004 · 2 yrs
Asset & Financial Planning, LTD
July 2002 - December 2002 · 5 mos
Prime Capital Services, INC.Broker
November 1998 - December 2002 · 4 yrs 1 mo
Royal Alliance Associates, INC.Broker
October 1991 - November 1998 · 7 yrs 1 mo
State Registrations10 states
COFLGAINMNNCNJNYSCTX
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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