Richard Steele
Richard Steele is a CFP-designated registered investment advisor at Hornor, Townsend & Kent, LLC, based in Medford, NJ, with 26 years of industry experience. Richard 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
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
Location
46 S Main St, Suite A, Medford, NJ, 08055
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Regulatory History
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
Richard owns an insurance brokerage, Cambridge Financial Group, LLC, and is an agent for Haines & Haines/T.C. Irons Agency, selling various insurance products. He also owns RJMS Properties LLC and provides CPA/accounting services as Richard Steele, CPA, dedicating about 10-20% of his time to each of these activities.
Employment History
Current Registrations
Hornor, Townsend & Kent, LLC
Hornor, Townsend & Kent, LLCBroker
State Registrations18 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.
Exams
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