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 SEC-registered in 2024. The firm is owner-operated and describes itself as a capital allocator that primarily serves individual and family clients. Its fee model includes AUM-based fees along with hourly, fixed and other charge structures. Advisory services span comprehensive financial planning, portfolio management for individuals and small businesses, pension consulting and the selection of other advisers. The firm also produces periodicals and runs educational seminars and workshops. Townsend identifies as an active ESG investor and received a Top RIA Firms mention in FA Magazine in 2020.