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RP
CFP · ChFC
RP
CFP · ChFC

Ryan Petti

Hornor, Townsend & Kent, LLC
6 Years of Experience
Edison, NJ
BrokerSells Insurance
View SEC Summary
View SEC Summary

Ryan Petti is a CFP, ChFC-designated registered investment advisor at Hornor, Townsend & Kent, LLC, based in Edison, NJ, with 6 years of industry experience. Ryan 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.

Hornor, Townsend & Kent, LLC
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
—
View Full SEC Brochure

Location

110 Fieldcrest Ave, Suite 20, Edison, NJ, 08837

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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

Ryan is an insurance agent with Primary Financial, focusing on multi-line insurance sales and service, and a financial advisor with both Ark Wealth Solutions and 1847Financial. He also owns Ark Protection Solutions, selling property and casualty insurance; these activities take up well over full-time hours.

Employment History
Current Registrations
Hornor, Townsend & Kent, LLC
February 2022 - Present · 4 yrs 8 mos
Hornor, Townsend & Kent, LLCBroker
July 2020 - Present · 6 yrs 3 mos
State Registrations24 states
AZCACTDEFLGAHIIDMAMDMEMONCNJNMNVNYOHORPASCTXVAVT
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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