John Stone
John Stone is a registered investment advisor at Hornor, Townsend & Kent, LLC, based in Addison, TX, with 9 years of industry experience. John 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
15851 N Dallas Parkway, Suite 100, Addison, TX, 75001
Get directionsHistory
Regulatory History (5)
Financial
March 2018Financial
March 2018Financial
January 2017Financial
October 2016Financial
September 2016Other Business ActivitiesSells Insurance
John works as an agent at Stone Assurance, an insurance brokerage, since 2013, focusing on insurance sales and service including Penn Mutual Life products. This activity takes nearly all of John's time.
Employment History
Current Registrations
Hornor, Townsend & Kent, LLC
Hornor, Townsend & Kent, LLCBroker
Previous Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
Impact Partnership Wealth, LLC
Farmers Financial Solutions, LLCBroker
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.