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Grover Brillhart

28 Years of Experience
Addison, TX
1 DisclosureBrokerSells Insurance

Grover Brillhart is a registered investment advisor at Hornor, Townsend & Kent, LLC, based in Addison, TX, with 28 years of industry experience. Grover 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
456 advisors
Number of Clients
31,522 clients
Average Client Portfolio
$246K average
Assets Under Management
$7.8B

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.

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Location

15851 N Dallas Parkway, Suite 100, Addison, TX, 75001

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
November 2005
Denied
Other Business ActivitiesSells Insurance

Grover is an agent at Penn Mutual Wealth Strategies and 1847Financial, selling various insurance products including life, disability, long-term care, and annuities. He also owns a 20% undivided interest in 1155 acres in Hansford County, Texas, spending minimal time reviewing related contracts and leases.

Employment History
Current Registrations
Hornor, Townsend & Kent, LLCBroker
September 1999 - Present · 26 yrs 8 mos
Hornor, Townsend & Kent, LLC
September 1999 - Present · 26 yrs 8 mos
Previous Registrations
Cadaret, Grant & CO., INC.Broker
January 1998 - November 1999 · 1 yr 10 mos
Aig Equity Sales CORP.Broker
September 1997 - January 1998 · 4 mos
State Registrations12 states
CACOFLGAKSLAMDMOMSOKTXWA
AdvisorBrokerBoth

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
No exam information available for this advisor.