David Walsh
David Walsh is a CFP-designated registered investment advisor at Hornor, Townsend & Kent, LLC, based in Burlington, MA, with 31 years of industry experience. David is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 28,369 clients with $9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are up to 1.5% and do not include separate manager fees and other charges associated with third-party asset manager programs. Fees are negotiable.
Fee Estimator
Location
35 Corporate Drive, Suite 210, Burlington, MA, 01803
Get directionsHistory
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
David is an insurance agent with Cornerstone Financial Group since 2000, selling life insurance and services for multiple carriers. This takes a few hours per week, including during securities trading hours.
Employment History
Current Registrations
Hornor, Townsend & Kent, LLC
Hornor, Townsend & Kent, LLCBroker
State Registrations13 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.
Exams
More Advisors
- Thomas Sullivan, CFPHornor, Townsend & Kent, LLC
- Kyle Anderson, CFPHornor, Townsend & Kent, LLC
- Matthew Condon, CFPHornor, Townsend & Kent, LLC
- Zuleyka Feliz, CFPHornor, Townsend & Kent, LLC
- John Spillane, CFPHornor, Townsend & Kent, LLC
- Jeffery Sutton, CFPAccelerate Retirement