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TOWNSEND FINANCIAL PLANNING
TOWNSEND FINANCIAL PLANNING, LLC
CRD 141571 · SEC 801-130686
102 SOUTH MAYSVILLE STREET, SUITE 1, MT. STERLING, KY, 40353, United States
Phone
859-498-2020
Fax
859-274-4122
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$148.3M
Discretionary AUM
$148.3M
Team
6 total employees; 3 advisory reps; 18 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees; % OF ASSET UNDER ANOTHER TRUST COMPANY'S MANAGEMENT
Org form
Limited Liability Company
Filing date
2026-05-12
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersPublication of periodicalsEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 122 | $46.8M |
| High net worth individuals | 38 | $101.5M |
States served
KY, FL
All web addresses on file
- https://www.facebook.com/Townsend.Financial.Planning.LLC/
- https://x.com/feeonlytownsend
- https://www.instagram.com/townsendfinancialplanning/
- https://www.linkedin.com/in/melodywtownsend/
- HTTP://WWW.TOWNSENDFINANCIALPLANNING.COM
- HTTP://WWW.TOWNSENDPLANNING.COM
- https://wealthtender.com/financial-advisors/melody-townsend-cfp/
- https://www.linkedin.com/company/townsend-financial-planning/
Official SEC filing: View on IAPD