Stephen Good
Stephen Good is a registered investment advisor at Hornor, Townsend & Kent, LLC, based in Boca Raton, FL, with 23 years of industry experience. Stephen 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
2600 North Military Trail, Suite 420, Boca Raton, FL, 33431
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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
Stephen is an agent at 1847 Financial, selling and servicing life, accident, health/DI/LTC, and annuity accounts, dedicating nearly full-time hours to this. He also coaches the team at Aurelius Legacy Partners, another life insurance brokerage, and is involved in several non-investment related activities, including serving as a board member for NAIFA and Broward County Canes, president of a charity, and a youth sports coach.
Employment History
Current Registrations
Hornor, Townsend & Kent, LLC
Hornor, Townsend & Kent, LLCBroker
Previous Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
The O.N. Equity Sales CompanyBroker
MML Investors Services, LLC
MML Investors Services, LLCBroker
USAA Financial Planning Services
USAA Financial Advisors, INC.Broker
MML Investors Services, INC.Broker
MML Investors Services, INC.
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
Prudential Financial Planning Services
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
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.