Paul Garrett
Paul Garrett is a ChFC-designated registered investment advisor at Hornor, Townsend & Kent, LLC, based in Oklahoma City, OK, with 28 years of industry experience. Paul 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
12352 Market Dr, Suite 103, Oklahoma City, OK, 73114
Get directionsHistory
Regulatory History (1)
Judgment / Lien
June 2017Other Business ActivitiesSells Insurance
Paul is an advisory representative of a RIA since 2020 and an IAR DBA since 2024, spending about half his time on these investment-related activities and nearly full-time on trading. Paul is also an independent insurance agent for various companies since 2005, dedicating about a quarter of his time to this and about 10-20% of his time to trading.
Employment History
Current Registrations
Hornor, Townsend & Kent, LLC
Hornor, Townsend & Kent, LLCBroker
Previous Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Royal Alliance Associates, INC.Broker
Signator Investors, INC.Broker
Quest Capital Management, INC.
Raymond James Financial Services, INC.Broker
Hornor, Townsend & Kent, INC.Broker
Northwestern Mutual Investment Services, LLCBroker
State Registrations2 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.