Townsend Financial Planning
Townsend Financial Planning (CRD# 141571) is a financial advisory firm headquartered in Mount Sterling, KY. They manage $113,114,046 in 438 accounts and serve the financial needs of clients across 1 states (or territories).
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Total Assets Under Management113MILLION
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Total Number of Accounts438ACCOUNTS
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Average Account Value$258,251
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Publication of periodicals or newsletters
- Educational seminars/workshops
KY
Melody Townsend (CRD# 5204108) is an Investment Advisor Representative working at Townsend Financial Planning in Mount Sterling, KY and has 1 year of experience in the finance industry.
Harrison Bailey (CRD# 7181878) is an Investment Advisor Representative working at Townsend Financial Planning in Mount Sterling, KY and has over 4 years of experience in the finance industry.
Jeremiah Creech (CRD# 7709098) is an Investment Advisor Representative working at Townsend Financial Planning in Mount Sterling, KY and has 1 year of experience in the finance industry.