Daniel Finkle
Daniel Finkle is a CFP-designated registered investment advisor at Hornor, Townsend & Kent, LLC, based in Coral Gables, FL, with 28 years of industry experience. Daniel 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
2100 Ponce Deleon Blvd, Suite 901, Coral Gables, FL, 33134
Get directionsHistory
Regulatory History (4)
Customer Dispute
October 2023Customer Dispute
April 2006Criminal
June 1996Criminal
April 1994Other Business ActivitiesSells Insurance
Daniel works as an agent at Finkle Financial Planning, a multi-line insurance brokerage, since 2011. He dedicates a few hours per week to sales and services of life, health, and disability insurance.
Employment History
Current Registrations
Hornor, Townsend & Kent, LLC
Hornor, Townsend & Kent, LLCBroker
State Registrations11 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.