TOWNSEND PERSONAL FINANCIAL PLANNING, LLC

TOWNSEND WEALTH MANAGEMENT
COLUMBUS, Georgia·3 registered advisors·CRD# 126241
SEC# 801-1202690706-221-8200
01

Firm Overview

AUM
$152M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Other: FINANCIAL PLANNING FOR FIXED FEE
03

Specialties

Financial PlanningInvestment Management
04

Advisors at TOWNSEND PERSONAL FINANCIAL PLANNING, LLC

3 registered advisors
Jr Burnett Townsend
COLUMBUS, Georgia
Leigh Anne Thomas
COLUMBUS, Georgia
Tyler Ashley Townsend
COLUMBUS, Georgia
05

Office Locations

COLUMBUS, Georgia
3 advisors

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Data sourced from SEC Form ADV filings. TOWNSEND PERSONAL FINANCIAL PLANNING, LLC (CRD# 126241) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.