Timothy Hall
Timothy Hall is a CFP-designated registered investment advisor at Hornor, Townsend & Kent, LLC, based in Conshohocken, PA, with 22 years of industry experience. Timothy 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
161 Washington Street, Floor 11, Suite 1111, Conshohocken, PA, 19428
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Regulatory History (1)
Financial
February 2018Other Business ActivitiesSells Insurance
Timothy works as an insurance agent for Complete Financial Design, focusing on insurance sales and service, including Penn Mutual Life products, dedicating far more than full-time hours to this. He also owns Days of Zen, where he works as a photographer and non-financial blogger, spending minimal time on this activity.
Employment History
Current Registrations
Hornor, Townsend & Kent, LLCBroker
Hornor, Townsend & Kent, LLC
Previous Registrations
Lincoln Financial Advisors CorporationBroker
Cwm, LLC
Wealthcare Advisory Partners LLC
Hornor, Townsend & Kent, LLC
Hornor, Townsend & Kent, LLCBroker
Metlife Securities INC.
Metlife Securities, INCBroker
Metlife Investors Distribution CompanyBroker
New York Life Investment Management LLC
Nylife Distributors LLCBroker
Nylife Securities LLCBroker
AXA Advisors, LLCBroker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
Pruco Securities CorporationBroker
State Registrations2 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.