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CFP
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CFP

Thomas Sullivan

Hornor, Townsend & Kent, LLC
45 Years of Experience
Burlington, MA
BrokerSells Insurance
View SEC Summary
View SEC Summary

Thomas Sullivan is a CFP-designated registered investment advisor at Hornor, Townsend & Kent, LLC, based in Burlington, MA, with 45 years of industry experience. Thomas 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
—
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Location

35 Corporate Drive, Suite 210, Burlington, MA, 01803

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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

Thomas is a partner at Condon Sullivan Wealth Management & Planning Insurance Brokerage, a life insurance brokerage, since 2016. He dedicates about a quarter to nearly two-thirds of his time to insurance sales and service for multiple carriers.

Employment History
Current Registrations
Hornor, Townsend & Kent, LLC
July 1992 - Present · 34 yrs 3 mos
Hornor, Townsend & Kent, LLCBroker
September 1988 - Present · 38 yrs 1 mo
Previous Registrations
Linsco/private Ledger CORP.Broker
December 1989 - July 1990 · 7 mos
Linsco Financial Group, INC.Broker
April 1988 - December 1989 · 1 yr 8 mos
Carillon Investments, INC.Broker
February 1988 - September 1988 · 7 mos
Penn Mutual Equity Services, INC.Broker
July 1983 - February 1988 · 4 yrs 7 mos
Integrated Resources Equity CorporationBroker
August 1979 - April 1982 · 2 yrs 8 mos
State Registrations26 states
CACOCTDCFLGAHIILMAMDMENCNHNJNMNVNYOHPARISCUTVAVTWVWY
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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