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TOWNSEND FINANCIAL PLANNING
Legal name: TOWNSEND FINANCIAL PLANNING, LLC
CRD 141571File 801-130686
APPROVED
Retail clients
Custody
Filing as of May 12, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$148.3M
Bottom 25% of cohort (national)
Discretionary AUM
$148.3M
Clients
160
579 accounts
Employees
6
Bottom 25% of cohort in KY
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Jul 17, 2024
- Principal office
- 102 SOUTH MAYSVILLE STREET, SUITE 1, MT. STERLING, KY, 40353
- Phone
- 859-498-2020
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $148.3M
- Discretionary AUM
- $148.3M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 579
- Non-discretionary accounts
- 0
- Total accounts
- 579
- AUM per client
- $927K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $54K |
| High net worth individuals | 38 | $101.5M |
| Individuals (other than high net worth individuals) | 122 | $46.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Hourly charges
- Other (described) — % OF ASSET UNDER ANOTHER TRUST COMPANY'S MANAGEMENT
- A percentage of assets under your management
Advisory activities
- Other
- Publications
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.