Adviser Profile
| As of Date | 07/19/2024 |
| Registration status | Registration Changed to TOWNSEND FINANCIAL PLANNING, LLC |
| ADV Location | MT. STERLING, KY, United States |
| Contact Info | 859 xxxxxxx |
| Websites |
| AUM* | 115,967,684 3% |
| of that, discretionary | 115,967,684 12% |
| Number of Employees | 5 |
| of those in investment advisory functions | 3 |
| Private Fund GAV* | 0 |
| Avg Account Size | 247,794 -4% |
| % High Net Worth | 21.48% 0% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Pension consulting services
- Publication of periodicals or newsletters
- Educational seminars/workshops
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Reported AUM
1
1
1
1
Private Funds
No private funds