Townsend Financial Planning
Townsend Financial Planning is an SEC-registered mass-market adviser in Mt. Sterling, KY with $148.3M assets under management (AUM, regulatory AUM), +14% over one year. See who owns Townsend Financial Planning: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 141571, SEC 801-130686, data through 2026-05-12.
- AUM (assets under management / regulatory AUM)
- $148.3M (2026-05-12)
- Firm type
- Mass-Market Adviser
- Location
- Mt. Sterling, KY
- Employees
- 6
- Clients
- 160
- CRD
- 141571
- Ownership
- Bailey, Harrison, Nicholas; TOWNSEND, MELODY, JO
How much AUM does Townsend Financial Planning have?
Townsend Financial Planning reported $148.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-12).
Who owns Townsend Financial Planning?
Disclosed owners and executives of Townsend Financial Planning include Bailey, Harrison, Nicholas, TOWNSEND, MELODY, JO. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.