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Advisors / Pennsylvania / Conshohocken
26yrs

Eric Rhoads

Financial advisor at Hornor, Townsend & Kent

Based in Conshohocken, Pennsylvania, Eric Rhoads is a fiduciary financial advisor with 26 years of industry experience. Eric has been with Hornor, Townsend & Kent since 2019; before that, Eric spent less than a year at PNC Wealth Management and a year at Directed Services. Hornor, Townsend & Kent offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.

One of 451 advisors with offices in Conshohocken, and one of 409 fiduciaries.

Conshohocken, PA 19428Fiduciary advisor
Call the officeDirections

At a glance

Experience26 years (since 2000)
How that compares ?More experience than 74% of advisors nationwide
Office161 Washington St Suite 1111, Conshohocken, PA 19428
How the firm is paid ?Percent of assets, Hourly, Flat fee, Other
Typical client at the firm ?$294,061
Advisors at the firm465
States licensed ?1 state

Services through Hornor, Townsend & Kent

Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 63Uniform Securities Agent State Law Examination
Series 65Uniform Investment Adviser Law Examination

Career

  1. 2019 – now
  2. Feb 2017 – Apr 2017
  3. Nov 2009 – Nov 2010
    Directed Services LLCPreviously

Questions to ask Eric

Tailored to Eric’s registration and firm.

  1. What's your succession plan, and who would work with me if you retire?
  2. At a firm this size, will I work with you directly or with a service team?
  3. What does a financial plan with you include, and how often is it updated?
  4. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  5. Where would my money be held, and will I get statements directly from that firm?
  6. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

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About Eric

How do I contact Eric?

Call Hornor, Townsend & Kent at (215) 957-7300 and ask for Eric Rhoads. Eric works from the Conshohocken, PA office.

How long has Eric been a financial advisor?

Eric has been in the industry since 2000, about 26 years. More experience than 74% of advisors nationwide.

What licenses does Eric hold?

Series 63, Series 65. Tap any license on this page to see what it allows.

Is Eric a fiduciary?

Eric is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Eric paid?

Hornor, Townsend & Kent reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, other fees. Ask Eric for your total yearly cost in dollars.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.

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