William Huff
William Huff is a registered investment advisor at Hornor, Townsend & Kent, LLC, based in St George, UT, with 14 years of industry experience. William 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
St George, UT
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Regulatory History (2)
Customer Dispute
April 2023Customer Dispute
May 2014Other Business ActivitiesSells Insurance
William is an insurance agent for Cambridge Financial and Arkon Financial & Insurance Solutions, selling various insurance products and providing financial planning services, taking nearly full-time and about 10-20% of his time, respectively. He is also a partner in West Coast Property Development LLC, Academy of Beauty LLC, V&G Telecom LLC, and the proprietor/owner of Reign Investments, LLC.
Employment History
Current Registrations
Hornor, Townsend & Kent, LLC
Hornor, Townsend & Kent, LLCBroker
Previous Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
State Registrations16 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.