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| Keyboard |
| Townsend Personal Financial Planning LLC
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|---|---|
| CRD # | 126241 |
| SEC # | 801-120269 |
| CIK # | |
| AUM | 194.0 M (2026-02-25) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 706-221-8200 |
| Address | 6867 Mountainbrook Dr Columbus, GA 31904 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 119 | 47.4 |
| (b) Individuals (high net worth individuals) | 60 | 145.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.8 |
| (n) Other | 0 | 0.0 |
| Total | 449 | 194.0 |
| By Discretionary | ||
| Discretionary | 443 | 188.3 |
| Non-Discretionary | 6 | 5.7 |
| Total | 449 | 194.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 194.0 | |
| Total | 449 | 194.0 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 5 |
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Columbia River Financial Group LLC
✚
|
WA | 194.8 M |
|
Fenton Gregory Coleman
✚
|
MA | 194.8 M |
|
Michael Traxler Wealth Management LLC
✚
|
MN | 194.7 M |
|
Sensible Portfolios LLC
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|
194.7 M | |
|
Liberty Financial Group Inc
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|
WI | 194.3 M |
|
Drum Hill Capital LLC
✚
|
CT | 194.3 M |
|
Capital and Planning LLC
✚
|
GA | 193.9 M |
|
Tetley Investments LLC
✚
|
IL | 193.9 M |
|
Sandia Wealth Management LLC
✚
|
NM | 193.5 M |
|
Future Financial Wealth Management Group LLC
✚
|
OH | 193.4 M |