Overview
Assets Under Management: $148 million
Headquarters: MT. STERLING, KY
High-Net-Worth Clients: 38
Average Client Assets: $2.7 million
Frequently Asked Questions
TOWNSEND FINANCIAL PLANNING is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #141571), TOWNSEND FINANCIAL PLANNING is subject to fiduciary duty under federal law.
TOWNSEND FINANCIAL PLANNING is headquartered in MT. STERLING, KY.
TOWNSEND FINANCIAL PLANNING serves 38 high-net-worth clients according to their SEC filing dated March 13, 2026. View client details ↓
According to their SEC Form ADV, TOWNSEND FINANCIAL PLANNING offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, selection of other advisors, and educational seminars and workshops. View all service details ↓
TOWNSEND FINANCIAL PLANNING manages $148 million in client assets according to their SEC filing dated March 13, 2026.
According to their SEC Form ADV, TOWNSEND FINANCIAL PLANNING serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 38
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 68.43%
Average Client Assets: $2.7 million
Total Client Accounts: 579
Discretionary Accounts: 579
Regulatory Filings
CRD Number: 141571
Filing ID: 2047993
Last Filing Date: 2026-03-13 15:59:33