Craig Schafer
Craig Schafer is a registered investment advisor at Hornor, Townsend & Kent, LLC, based in Allentown, PA, with 20 years of industry experience. Craig 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
1550 Pond Road, Suite 140, Allentown, PA, 18104
Get directionsHistory
Regulatory History (2)
Regulatory
March 2015Employment Separation After Allegations
March 2013Other Business ActivitiesSells Insurance
Craig is an agent at 1847 Financial, a life insurance brokerage, and 1847 Wealth Advocate, a retirement plan consulting and insurance brokerage, dedicating about a quarter of his time to the former and about two-thirds of his time to the latter. He is also a CPA and proprietor of Craig J. Schafer & Company, spending minimal time on tax preparation and accounting services, and a partner at TSS Financial Planning LLC, spending minimal time paying shared business expenses.
Employment History
Current Registrations
Hornor, Townsend & Kent, LLC
Hornor, Townsend & Kent, LLC
Hornor, Townsend & Kent, LLCBroker
Previous Registrations
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
State Registrations25 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.