Townsend Financial Planning

Townsend Financial Planning (CRD# 141571) is a financial advisory firm headquartered in Mount Sterling, KY. They manage $22,564,204 in 108 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • 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
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Financial Advisors at Townsend Financial Planning
Showing 1 - 1 of 1 top financial advisors.
Melody J. Townsend
CRD#: 5204108
44 East Main Street, Mount Sterling, KY 40353

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. Melody Townsend has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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