Howard Wein
Howard Wein is a registered investment advisor at Hornor, Townsend & Kent, LLC, based in Lutz, FL, with 28 years of industry experience. Howard 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
Lutz, FL
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Regulatory History (1)
Judgment / Lien
December 2011Other Business ActivitiesSells Insurance
Howard is an insurance agent for multiple carriers, including Penn Mutual Life Insurance Company, through Wealth Continuum Group and Prime Financial Services, spending a few hours per week on the former and about a quarter of his time on the latter. He also works as a tax preparer and recommends discount credit card transactions.
Employment History
Current Registrations
Hornor, Townsend & Kent, LLC
Hornor, Townsend & Kent, LLCBroker
Previous Registrations
Esi Financial Advisors
Equity Services, INC.Broker
State Registrations21 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.