Townsend Financial Planning

$148.3MAssets under management
as of May 2026 · SEC Form ADV
Mt. Sterling, KY
Visit websiteLinkedIn
3 people on Advicer connected to this.

Tech stack

No one at Townsend Financial Planning has shared their stack yet. Work here? Add the tools you use. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.

Custodial Platform
Fidelity
Per Form ADV · $104M held · filed Aug 2024