TrueAdvisor
TrueAdvisor
MU
CFP
MU
CFP

Michael Underwood

Hornor, Townsend & Kent, LLC
49 Years of Experience
Fairport, NY
BrokerSells Insurance
View SEC Summary
View SEC Summary

Michael Underwood is a CFP-designated registered investment advisor at Hornor, Townsend & Kent, LLC, based in Fairport, NY, with 49 years of industry experience. Michael 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
464 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

Fairport, NY

Get directions

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.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Michael is the President/Agent of Coordinated Wealth Planning, a life insurance brokerage, since 2022. He dedicates about 10-20% of his time to investment-related activities, including insurance sales and service for life, accident, health, disability, and long-term care.

Employment History
Current Registrations
Hornor, Townsend & Kent, LLC
June 2008 - Present · 18 yrs 4 mos
Hornor, Townsend & Kent, LLCBroker
June 2008 - Present · 18 yrs 4 mos
Previous Registrations
1717 Capital Management Company
February 2001 - June 2008 · 7 yrs 4 mos
Aetna Life Insurance and Annuity CompanyBroker
June 1983 - September 1984 · 1 yr 3 mos
Foster & CO. Equities, INC.Broker
May 1981 - June 1982 · 1 yr 1 mo
1717 Capital Management CompanyBroker
May 1977 - June 2008 · 31 yrs 1 mo
State Registrations14 states
AZCACTFLGAMANCNJNYPASCSDTXVA
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.
More Advisors
More financial advisors in Fairport, NY →All financial advisors in New York →