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Townsend Financial Planning, LLC

● SEC registered since 2024CRD 141571SEC# 801-130686Mt. Sterling, KY
Export (members)
Reg. AUM
$130.5M
Employees
5
Accounts
516
Location
Mt. Sterling, KY

Townsend Financial Planning, LLC assets under management

Townsend Financial Planning, LLC is a registered investment adviser overseen by the SEC based in Mt. Sterling, KY. The firm has been registered since 2024. It reports $130.5 million in regulatory assets under management and employs 5 people.
www.facebook.com/townsend.financial.planning.llcView on SEC.gov ↗

Townsend Financial Planning, LLC owners & executives

2 reported
NameTitleOwnershipSince
Harrison Nicholas BaileyPartner/Financial AdvisorUnder 5%2024
Melody Jo Townsend ControlPresident/CcoOver 75%2006

Frequently asked questions

How much does Townsend Financial Planning, LLC manage?

Townsend Financial Planning, LLC reports $130.5 million in regulatory assets under management on its Form ADV.

How many employees does Townsend Financial Planning, LLC have?

Townsend Financial Planning, LLC reports 5 employees.

Where is Townsend Financial Planning, LLC located?

Townsend Financial Planning, LLC is based in Mt. Sterling, KY and has been SEC-registered since 2024.

Does Townsend Financial Planning, LLC disclose fund performance?

Townsend Financial Planning, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address36 East Main Street, Suite 1, Mt. Sterling, KY 40353
Phone859-498-2020
Fax859-274-4122
Office hoursBy Appointment
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$130.5M
Non-discretionary$0
Total (RAUM)$130.5M