Townsend Personal Financial Planning, LLC (Columbus)

Townsend Personal Financial Planning, LLC is an adviser based in Columbus. It manages $53.46 million of regulatory assets for 320 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdictions of Alabama, Georgia, and Texas.

Townsend Personal Financial Planning provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.

Townsend Personal Financial Planning: assets under management

The assets under management (AUM) of Townsend Personal Financial Planning, LLC is $53.46 million. The firm's AUM has grown by 74% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $52.38 million in discretionary accounts and $1.08 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $164.19 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $1.08 million.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Townsend Personal Financial Planning, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Townsend Personal Financial Planning, LLC

B. Kenneth Townsend has been acting as President since 1 Aug 2001. Tyler Ashley Townsend joined the executive team most recently as the Member.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
B. Kenneth Townsend	President	1 Aug 2001	75% - 100%	4651077
Burnett Kenneth Townsend	President, chief compliance officer	1 Aug 2001	75% - 100%	4651077
Jr Burnett Kenneth Townsend	President, chief compliance officer	1 Aug 2001	75% - 100%	4651077
Tyler Ashley Townsend	Member	1 Jan 2008	Other	5475721

Based in Columbus

The principal office where Townsend Personal Financial Planning, LLC performs its advisory services is located at 6867 Mountainbrook Dr., Columbus, GA 31904, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.