Townsend Financial Planning Fees & Minimum

Overview

Headquarters: Mt. Sterling, KY
Total Firm Assets: $148 million
Average High-Net-Worth Client Portfolio Size: $2.7 million

Fee Disclosure

Source: 20230531 - TOWNSEND FINANCIAL PLANNING LLC ADV BROCHURE (2026-05-12) · View brochure text

Min	Max	Disclosed Annual Rate
$0	$750,000	1.00%
$750,001	$2,000,000	1.00%
$2,000,001	$4,000,000	0.50%
$4,000,001	and above	0.25%

Estimated Annual Advisory Fees

Portfolio Value	Estimated Annual Fee	Effective Fee Rate
$1 million	$10,000	1.00%
$5 million	$32,500	0.65%
$10 million	$45,000	0.45%
$50 million	$145,000	0.29%
$100 million	$270,000	0.27%

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets: 68.43%
Number of High-Net-Worth Clients: 38
Total Client Accounts: 579
Discretionary Accounts: 579

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection, Educational Seminars

Regulatory Filings

SEC CRD Number: 141571

20230531 - TOWNSEND FINANCIAL PLANNING LLC ADV BROCHURE (2026-05-12) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

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