Karolyn Wotring
Karolyn Wotring is a registered investment advisor at Hornor, Townsend & Kent, LLC, based in Boca Raton, FL, with 13 years of industry experience. Karolyn 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
2600 North Military Trail, Suite 420, Boca Raton, FL, 33431
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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
Karolyn works full-time as an insurance agent for 1847Financial and FSW Advisors, selling life insurance and investment products, and providing financial planning services. She also serves as a board member and secretary for the Women's Executive Club of South Florida, dedicating a few hours per week to this non-profit networking activity.
Employment History
Current Registrations
Hornor, Townsend & Kent, LLC
Hornor, Townsend & Kent, LLC
Hornor, Townsend & Kent, LLCBroker
Previous Registrations
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
Ehlert Financial Group, INC.
Money Concepts Advisory Service
Money Concepts Capital CORPBroker
Copeland Equities, INC.Broker
Investors Brokerage Services, INC.Broker
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.