Townsend Financial Planning

RIASEC RegisteredEst. 2024

Total AUM

$148M

Discretionary

$148M

100% of AUM

Avg account

$256K

Accounts

579

Employees

Advisory reps

Firm details

Headquarters: Mount Sterling, Kentucky
CRD number: 141571
Registered since: July 17, 2024
Website: townsendfinancialplanning.com
Custodians: FIDELITY BROKERAGE SERVICES/ NATIONAL FINANCIAL SERVICES LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Other
Client types: HNWI68.43%
Individuals31.53%
Charitable Organizations0.04%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Townsend Financial Planning is an independent registered investment adviser organized as an LLC and owned by an individual. The firm acts as a capital allocator for individual and family clients and provides a mix of financial planning and discretionary portfolio management services for individuals, small businesses and other institutions. Its advisory menu includes selection of other advisers, pension consulting, publication of periodicals/newsletters and client education through seminars and workshops. Townsend identifies as an active ESG investor and uses multiple billing approaches (percentage of AUM, hourly, fixed fees and other arrangements). The firm was recognized by FA Magazine as a Top RIA Firms recipient in 2020.