Brian Goodman is a registered investment advisor at Hornor, Townsend & Kent, LLC, based in Royersford, PA, with 1 years of industry experience. Brian 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
428 N Lewis Rd, Royersford, PA, 19468
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business Activities
Brian is a financial professional with 1847Financial and owns Brian C Goodman, CPA & Associates, a CPA practice where he provides tax and accounting services. He also owns BKMG, LLC, a real estate company where he manages tenants and expenses; the CPA practice takes nearly full-time hours, while the other two activities take about 10-20% of his time each.
Employment History
Current Registrations
Hornor, Townsend & Kent, LLC
State Registrations1 state
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.