TrueAdvisor
TrueAdvisor
JD
CFP
JD
CFP

Joseph Dazey

Hornor, Townsend & Kent, LLC
28 Years of Experience
Akron, OH
BrokerSells Insurance
View SEC Summary
View SEC Summary

Joseph Dazey is a CFP-designated registered investment advisor at Hornor, Townsend & Kent, LLC, based in Akron, OH, with 28 years of industry experience. Joseph 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.

Hornor, Townsend & Kent, LLC
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
—
View Full SEC Brochure

Location

130 Springside Dr, Suite 100, Akron, OH, 44333

Get directions

History

Regulatory History
Clean regulatory record

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

Joseph is an agent at 21st Century Financial, a multi-line insurance brokerage, selling life, disability, medical, long-term care, and annuity insurance products, taking nearly full-time hours. He also serves as a board member for the Home Owners Association of Braddock Bluff Building 6, dedicating minimal time to semi-annual meetings.

Employment History
Current Registrations
Hornor, Townsend & Kent, LLC
August 2008 - Present · 18 yrs 2 mos
Hornor, Townsend & Kent, LLCBroker
August 2008 - Present · 18 yrs 2 mos
Previous Registrations
Northwestern Mutual Investment Services,llc
January 2006 - August 2008 · 2 yrs 7 mos
Northwestern Mutual Investment Services, LLCBroker
June 1998 - August 2008 · 10 yrs 2 mos
Robert W. Baird & CO. IncorporatedBroker
June 1998 - January 2002 · 3 yrs 7 mos
State Registrations18 states
CACOFLILMAMDMIMONCNHNJNYOHOKSCTNTXVA
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.
More Advisors
More financial advisors in Akron, OH →All financial advisors in Ohio →