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Tomas Parks

12 Years of Experience
Woodstock, GA
BrokerSells Insurance

Tomas Parks is a registered investment advisor at Hornor, Townsend & Kent, LLC, based in Woodstock, GA, with 12 years of industry experience. Tomas 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
456 advisors
Number of Clients
31,522 clients
Average Client Portfolio
$246K average
Assets Under Management
$7.8B

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.

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Location

980 Woodstock Pkwy, Suite 210, Woodstock, GA, 30188

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Tomas works as an insurance agent for Strategic Planning Group and 1847 Financial, selling life, health, disability, and annuity products, dedicating about a quarter to half of his time to each. He also works as an assistant professor at Kennesaw State University and as a team member at another life insurance brokerage.

Employment History
Current Registrations
Hornor, Townsend & Kent, LLC
March 2021 - Present · 5 yrs 2 mos
Hornor, Townsend & Kent, LLCBroker
December 2013 - Present · 12 yrs 5 mos
State Registrations8 states
AZFLGAMENCOHSCVA
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.
Tomas Parks - Financial Advisor | TrueAdvisor