Townsend Financial Planning, LLC
● SEC registered since 2024CRD 141571SEC# 801-130686Mt. Sterling, KY
Reg. AUM
$148.3M
Employees
6
Accounts
579
Location
Mt. Sterling, KY
Townsend Financial Planning, LLC assets under management
Townsend Financial Planning, LLC is a registered investment adviser overseen by the SEC based in Mt. Sterling, KY. The firm has been registered since 2024. It reports $148.3 million in regulatory assets under management and employs 6 people.
Townsend Financial Planning, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Harrison Nicholas Bailey | Partner/Financial Advisor | Under 5% | 2024 |
| Melody Jo Townsend Control | President/Cco | Over 75% | 2006 |
Frequently asked questions
How much does Townsend Financial Planning, LLC manage?
Townsend Financial Planning, LLC reports $148.3 million in regulatory assets under management on its Form ADV.
How many employees does Townsend Financial Planning, LLC have?
Townsend Financial Planning, LLC reports 6 employees.
Where is Townsend Financial Planning, LLC located?
Townsend Financial Planning, LLC is based in Mt. Sterling, KY and has been SEC-registered since 2024.
Does Townsend Financial Planning, LLC disclose fund performance?
Townsend Financial Planning, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 102 South Maysville Street, Suite 1, Mt. Sterling, KY 40353 |
| Phone | 859-498-2020 |
| Fax | 859-274-4122 |
| Office hours | By Appointment |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$148.3M▲ 14%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 84%
Larger than 16% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$148.3Mregulatory AUM
Discretionary $148.3M