Peter Lampert
Peter Lampert is a registered investment advisor at Hornor, Townsend & Kent, LLC, based in Addison, TX, with 22 years of industry experience. Peter 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
15851 N Dallas Parkway, Suite 100, Addison, TX, 75001
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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
Peter is an insurance agent with Lampert Insurance Agency, LLC since 2019, and also an agent with 1847Financial since 2024, selling insurance products and annuities full-time. He is also involved in college planning, tax services, and a non-profit focused on college affordability issues, dedicating about 10-20% of his time to college planning, minimal time to tax services, and a few hours per week to the non-profit.
Employment History
Current Registrations
Hornor, Townsend & Kent, LLC
Previous Registrations
Symetra Investment Services, INC.
Lampert & Associates LLC
On Investment Management CO
On Investment Management CO
Park Avenue Securities LLC
MML Investors Services, INC.
Park Avenue Securities LLC
State Registrations1 state
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