Adam Sherman
Adam Sherman is a CFP, ChFC-designated registered investment advisor at Hornor, Townsend & Kent, LLC, based in Conshohocken, PA, with 40 years of industry experience. Adam 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
161 Washington Street, Floor 11, Suite 1111, Conshohocken, PA, 19428
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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 ActivitiesSells Insurance
Adam is an agent for multiple insurance brokerages, including 1847 Financial, 1847 Private Client Group, and Lion Street, focusing on sales and service of life, accident, health/DI/LTC, and annuity accounts, taking nearly full-time. He also serves as a board member for Green Valley Country Club and Philadelphia Youth Basketball, and is a director for the Boca Raton Estate Planning Council and an adjunct faculty member at Florida Atlantic University.
Employment History
Current Registrations
Hornor, Townsend & Kent, LLC
Hornor, Townsend & Kent, LLCBroker
Previous Registrations
Metlife Securities INC.
Metlife Securities, INCBroker
Firstrust Financial Advisors
AXA Advisors, LLC
Progress Financial Advisors
AXA Advisors, LLCBroker
The Equitable Life Assurance Society of the United StatesBroker
State Registrations23 states
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.