Advisor at Hornor, Townsend & kent, LLC
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Location
Preston, ID 83263
Credentials
Series 63, Series 65
Industry experience
21 years
Chad Cole is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. He has been with Hornor, Townsend & Kent and Penn Mutual Life Insurance Company since 2013. Outside of his advisory role, Cole is active in the Preston Rotary Club, where he helps manage club projects and operations. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, providing advisory services primarily through third-party asset manager platforms with a client-directed, non-discretionary investment approach.
Based on Hornor, Townsend & kent, LLC
Negotiated flat fees for Retirement Plan Consulting Services (RPCS) and financial planning/consulting engagements.
Commissions received for securities transactions and insurance product sales; no offsets to advisory fees.
Up to $500 per hour for Retirement Plan Consulting Services (RPCS); other hourly fees may be negotiated for financial planning and consulting.
Fee-only: Fees are negotiable and may include hourly fees, fixed fees, or a percentage of assets under management, varying by service and complexity.
713 S 4 Th E St 200
Preston, ID 83263
Idaho
Hornor, Townsend & Kent, Inc
2013 - Present (13 years)
Penn Mutual Life Insurance COmpany
2013 - Present (13 years)
West Motor Co
1996 - Present (30 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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