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Andrea Empie

Advisor at Hornor, Townsend & kent, LLC

Updated today

Location

Berwick, PA 18603

Credentials

CFP®, Series 63

Industry experience

21 years

About

Andrea Empie is a financial advisor with Hornor, Townsend & Kent, LLC, holding CFP® and Series 63 credentials and bringing 21 years of industry experience. She has been with Hornor, Townsend & Kent since 2015 and also works as an insurance agent with Penn Mutual Life Insurance Company. Additionally, she is a member of Daddio Financial Advisors LLC, where she provides life insurance brokerage services. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory services through third-party asset managers, financial planning, and retirement consulting. The firm emphasizes client-directed implementation and oversight, managing the majority of client assets on a non-discretionary basis.

Client services

Based on Hornor, Townsend & kent, LLC

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Hornor, Townsend & kent, LLC

Business succession planning Wealth management

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Fee options

Fixed

Negotiated flat fees for Retirement Plan Consulting Services (RPCS) and financial planning/consulting engagements.

Commissions

Commissions received for securities transactions and insurance product sales; no offsets to advisory fees.

Project-based

Up to $500 per hour for Retirement Plan Consulting Services (RPCS); other hourly fees may be negotiated for financial planning and consulting.

Other

Fee-only: Fees are negotiable and may include hourly fees, fixed fees, or a percentage of assets under management, varying by service and complexity.

Location

109 Mulberry Street

Berwick, PA 18603

Most active in

Pennsylvania

Work history

Hornor Townsend & Kent Inc

2015 - Present (11 years)

Penn Mutual Life Insurance Co

2015 - Present (11 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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