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Brian Eckenrode

33 Years of Experience
Gibsonia, PA
BrokerSells Insurance

Brian Eckenrode is a registered investment advisor at Hornor, Townsend & Kent, LLC, based in Gibsonia, PA, with 33 years of industry experience. Brian 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

5642 Meridian Rd Ste A, Gibsonia, PA, 15044

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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

Brian is the proprietor/owner of Eckenrode Financial Group, Inc. and an agent for 21st Century Financial, both life insurance brokerages, dedicating about a quarter of his time to the former and about 10-20% of his time to the latter. He also owns a home goods store and rental properties, but spends minimal time on these activities.

Employment History
Current Registrations
Hornor, Townsend & Kent, LLC
February 2020 - Present · 6 yrs 3 mos
Hornor, Townsend & Kent, LLCBroker
January 1993 - Present · 33 yrs 4 mos
State Registrations27 states
AKARAZCACODCDEFLGAILKYMDMINCNJNMNYOHORPARISCTXUTVAWAWV
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.
Brian Eckenrode - Financial Advisor | TrueAdvisor