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Grover Brillhart

29 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 29 years of industry experience. Grover 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
464 advisors
Number of Clients
28,369 clients
Average Client Portfolio
$318K average
Assets Under Management
$9.0B

Fee Structure

Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

16633 N Dallas Parkway, Suite 525, Addison, TX, 75001

Get directions

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, LLC
September 1999 - Present · 27 yrs 1 mo
Hornor, Townsend & Kent, LLCBroker
September 1999 - Present · 27 yrs 1 mo
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.
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