Overview
Assets Under Management: $164 million
Headquarters: COLUMBUS, GA
High-Net-Worth Clients: 59
Average Client Assets: $2 million
Frequently Asked Questions
TOWNSEND PERSONAL FINANCIAL PLANNING, LLC 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 #126241), TOWNSEND PERSONAL FINANCIAL PLANNING, LLC is subject to fiduciary duty under federal law.
TOWNSEND PERSONAL FINANCIAL PLANNING, LLC is headquartered in COLUMBUS, GA.
TOWNSEND PERSONAL FINANCIAL PLANNING, LLC serves 59 high-net-worth clients according to their SEC filing dated March 03, 2025. View client details ↓
According to their SEC Form ADV, TOWNSEND PERSONAL FINANCIAL PLANNING, LLC offers financial planning and portfolio management for individuals. View all service details ↓
TOWNSEND PERSONAL FINANCIAL PLANNING, LLC manages $164 million in client assets according to their SEC filing dated March 03, 2025.
According to their SEC Form ADV, TOWNSEND PERSONAL FINANCIAL PLANNING, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 59
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 75.05
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 423
Discretionary Accounts: 418
Non-Discretionary Accounts: 5
Regulatory Filings
CRD Number: 126241
Last Filing Date: 2025-03-03 00:00:00
Website: https://townsendwm.com