BM
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Brandon Mann

23 Years of Experience
Holladay, UT
BrokerSells Insurance

Brandon Mann is a registered investment advisor at Hornor, Townsend & Kent, LLC, based in Holladay, UT, with 23 years of industry experience. Brandon 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
456 advisors
Number of Clients
31,522 clients
Average Client Portfolio
$246K average
Assets Under Management
$7.8B

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.

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Location

1895 E Rodeo Walk Dr, Suite 200 #B, Holladay, UT, 84117

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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.

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Other Business ActivitiesSells Insurance

Brandon works as a manager at 1847Financial, an insurance brokerage, since January 2025. He spends about 10-20% of his time on insurance sales and service, including Penn Mutual Life products.

Employment History
Current Registrations
Hornor, Townsend & Kent, LLCBroker
January 2025 - Present · 1 yr 4 mos
Hornor, Townsend & Kent, LLC
January 2025 - Present · 1 yr 4 mos
Previous Registrations
Ameritas Advisory Services, LLC
November 2021 - January 2025 · 3 yrs 2 mos
Ameritas Advisory Services
August 2017 - November 2021 · 4 yrs 3 mos
Ameritas Investment Company, LLCBroker
August 2017 - January 2025 · 7 yrs 5 mos
D.A. Davidson & CO.
July 2016 - August 2016 · 1 mo
D.A. Davidson & CO.Broker
July 2016 - August 2016 · 1 mo
Smith Hayes Advisers INC
May 2010 - July 2016 · 6 yrs 2 mos
Smith Hayes Financial Services CorporationBroker
April 2010 - July 2016 · 6 yrs 3 mos
Securities America Advisors, INC.
July 2009 - April 2010 · 9 mos
Securities America, INC.Broker
July 2009 - April 2010 · 9 mos
Sorrento Pacific Financial, LLCBroker
January 2007 - July 2009 · 2 yrs 6 mos
Sorrento Pacific Financial, LLC
January 2007 - July 2009 · 2 yrs 6 mos
Securities America Advisors, INC.
June 2006 - January 2007 · 7 mos
Securities America, INC.Broker
June 2006 - January 2007 · 7 mos
Citigroup Global Markets INC.
July 2005 - May 2006 · 10 mos
Citigroup Global Markets INC.Broker
April 2005 - May 2006 · 1 yr 1 mo
Edward JonesBroker
February 2002 - May 2005 · 3 yrs 3 mos
State Registrations2 states
NEUT
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.