AS
CFP
AS
CFP

Aaron Spahr

28 Years of Experience
Broker

Aaron Spahr is a CFP-designated registered investment advisor at Hornor, Townsend & Kent, LLC, based in Conshohocken, PA, with 28 years of industry experience. Aaron 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
458 advisors
Number of Clients
31,522 clients
Average Client Portfolio
$246K average
Assets Under Management
$7.8B

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.

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Location

161 Washington St, Suite 1111, Conshohocken, PA, 19428

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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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Employment History
Current Registrations
Hornor, Townsend & Kent, LLC
September 2025 - Present · 7 mos
Hornor, Townsend & Kent, LLCBroker
September 2025 - Present · 7 mos
Previous Registrations
Osaic Wealth, INC.
June 2024 - April 2025 · 10 mos
Osaic Wealth, INC.Broker
June 2024 - April 2025 · 10 mos
Securities America Advisors, INC.
July 2003 - June 2024 · 20 yrs 11 mos
Securities America, INC.Broker
May 1997 - June 2024 · 27 yrs 1 mo
State Registrations2 states
NEPA
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.