Andrew Melliger
Andrew Melliger is a CFP-designated registered investment advisor at Hornor, Townsend & Kent, LLC, based in Overland Park, KS, with 25 years of industry experience. Andrew 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
7450 W 130th St, #150, Overland Park, KS, 66213
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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
Andrew is an insurance agent with Total Financial Group, Inc. since 2014, and also a self-employed insurance agent since 2000, marketing and selling various insurance products and fixed annuities, taking about a quarter of his time. He also owns Seniors Only, Inc., a non-public corporate entity used for administrative purposes, which requires minimal time.
Employment History
Current Registrations
Hornor, Townsend & Kent, LLC
Hornor, Townsend & Kent, LLCBroker
Previous Registrations
Osaic Fs, INC.
Osaic Fs, INC.Broker
Main Street Securities, LLCBroker
Moloney Securities CO., INC.Broker
Ogilvie Security Advisors CorporationBroker
State Registrations5 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.