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TOWNSEND FINANCIAL PLANNING, LLC
TOWNSEND FINANCIAL PLANNING, LLC
TOWNSEND FINANCIAL PLANNING
MT. STERLING, Kentucky
·
2 registered advisors
·
CRD# 141571
SEC# 801-130686
2
859-498-2020
01
Firm Overview
AUM
$116M
Regulatory assets under management
Employees
5
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Market timing services
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: % OF ASSET UNDER ANOTHER TRUST COMPANY'S MANAGEMENT
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at TOWNSEND FINANCIAL PLANNING, LLC
2 registered advisors
Harrison Nicholas Bailey
MT. STERLING, Kentucky
CRD# 7181878
Melody Jo Townsend
MT. STERLING, Kentucky
CRD# 5204108
05
Office Locations
MT. STERLING, Kentucky
2 advisors
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Data sourced from SEC Form ADV filings. TOWNSEND FINANCIAL PLANNING, LLC (CRD# 141571) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.