Edward Cehelsky
Edward Cehelsky is a registered investment advisor at Hornor, Townsend & Kent, LLC, based in Venetia, PA, with 24 years of industry experience. Edward 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
113 Justabout Rd, Venetia, PA, 15367
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Regulatory History (1)
Customer Dispute
April 2019Other Business ActivitiesSells Insurance
Edward is a partner in Financial Solution Services, a life insurance brokerage, since 2004, dedicating about 10-20% of his time. Since 2021, he is also the proprietor/owner of EC Wealth Design, offering insurance sales and service (including investments, investment advisory, financial planning, life insurance brokerage, disability, fixed and variable insurance, long term care insurance), taking about a quarter to nearly two-thirds of his time.
Employment History
Current Registrations
Hornor, Townsend & Kent, LLC
Hornor, Townsend & Kent, LLCBroker
Previous Registrations
Securian Financial Services, INC.Broker
State Registrations7 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.