Townsend

Overview

Townsend is an independent, individually owned registered investment adviser that has been operating since 2006 and focuses on serving individuals and families. The firm combines portfolio management and financial planning with insurance brokerage services, and it also produces written content and runs educational workshops for clients and prospects. Its billing mix includes percentage-of-AUM fees alongside hourly and fixed-fee engagements, which supports both ongoing wealth management and discrete planning projects. Townsend does not position itself as a capital allocator for other managers, and it is not identified as a multi-state or pension consultant adviser. The firm does not characterize itself as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices