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Ashley Mcneely

5 Years of Experience
Conshohocken, PA
1 DisclosureBroker

Ashley Mcneely is a registered investment advisor at Hornor, Townsend & Kent, LLC, based in Conshohocken, PA, with 5 years of industry experience. Ashley 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
465 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
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Location

161 Washington St, Suite 1111, Conshohocken, PA, 19428

Get directions

History

Regulatory History (1)
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Criminal
February 2016
Final Disposition
Employment History
Current Registrations
Hornor, Townsend & Kent, LLC
March 2026 - Present · 7 mos
Hornor, Townsend & Kent, LLCBroker
March 2026 - Present · 7 mos
Previous Registrations
Ameriprise Financial Services, LLC
February 2025 - January 2026 · 11 mos
Ameriprise Financial Services, LLCBroker
February 2025 - January 2026 · 11 mos
Cetera Advisor Networks LLC
February 2022 - June 2023 · 1 yr 4 mos
Cetera Advisor Networks LLCBroker
February 2022 - June 2023 · 1 yr 4 mos
Cetera Financial Specialists LLCBroker
February 2022 - June 2023 · 1 yr 4 mos
Cetera Investment Services LLCBroker
February 2022 - June 2023 · 1 yr 4 mos
First Allied Securities, INC.Broker
February 2022 - September 2022 · 7 mos
Cetera Advisors LLCBroker
March 2021 - June 2023 · 2 yrs 3 mos
Cetera Advisors LLC
March 2021 - June 2023 · 2 yrs 3 mos
Thrivent Investment Management INC.
October 2019 - May 2020 · 7 mos
Thrivent Investment Management INC.Broker
August 2019 - May 2020 · 9 mos
T. Rowe Price Investment Services, INC.Broker
November 2017 - November 2018 · 1 yr
State Registrations2 states
COPA
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.
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