NS
NS

Nicholas Solitario

15 Years of Experience
Akron, OH
1 DisclosureBrokerSells Insurance

Nicholas Solitario is a registered investment advisor at Hornor, Townsend & Kent, LLC, based in Akron, OH, with 15 years of industry experience. Nicholas is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 28,369 clients with $9B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
464 advisors
Number of Clients
28,369 clients
Average Client Portfolio
$318K average
Assets Under Management
$9.0B

Fee Structure

Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Fees are up to 1.5% and do not include separate manager fees and other charges associated with third-party asset manager programs. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...

Location

130 Springside Dr, Suite 100, Akron, OH, 44333

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
March 2020
Denied
Other Business ActivitiesSells Insurance

Nicholas is involved in several insurance-related activities, including insurance sales for multiple carriers through 21st Century Financial, Strategic Financial Designs, LLC, and 1847Financial. He also dedicates about 10-20% of his time to financial lecturing through Public Pension Consultants, LLC.

Employment History
Current Registrations
Hornor, Townsend & Kent, LLC
April 2022 - Present · 4 yrs 6 mos
Hornor, Townsend & Kent, LLCBroker
April 2022 - Present · 4 yrs 6 mos
Previous Registrations
Hornor, Townsend & Kent, LLC
October 2021 - April 2022 · 6 mos
Hornor, Townsend & Kent, LLCBroker
December 2010 - April 2022 · 11 yrs 4 mos
State Registrations22 states
AZCODEFLGAILINKYMDMINCNJNVNYOHPASCTNTXUTVAWI
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.
More Advisors