Townsend Wealth Management
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About
Townsend Wealth Management provides discretionary investment management and financial planning to individuals, trusts, charitable organizations, small businesses, and retirement plans, managing roughly $194 million across about 179 client accounts with a two-advisor team. The firm operates as a fiduciary and offers both comprehensive and situation-specific financial planning alongside portfolio management and retirement-plan advice.
Investment strategies are grounded in strategic asset allocation across U.S. large- and small-cap, international developed and emerging markets, and fixed income, implemented using a mix of actively managed mutual funds, ETFs, REITs, bonds, and individual securities. The firm documents client risk/return profiles in Investment Policy Statements, manages accounts on a discretionary basis, and employs operational practices such as block trading for ETFs to allocate average execution prices among clients.
A distinctive aspect of Townsend’s implementation is the explicit use of derivatives — including options — in separately managed accounts, which the brochure identifies as part of its toolkit in addition to traditional securities. The firm is fee-only (receiving no third-party compensation), relies on institutional custody and support services through Charles Schwab, and discloses procedures for handling employee trades and other potential conflicts.
Client services
Expertise
Fee options
Comprehensive financial plans range from $2,500 to $5,000 depending on complexity; waived for investment management clients; situation-specific planning offered at no charge to investment clients
$0 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.80% $2,000,001 - $5,000,000: 0.65% $5,000,001 - $10,000,000: 0.50% $10,000,001 - $20,000,000: 0.35% $20,000,001+: 0.20%
Account minimum: $500,000 Minimum fee: $2,500 per year for employer-sponsored retirement plans Fee-only: Firm is fee-only; 100% of revenue from client fees, no commissions
Main office
6867 Mountainbrook Dr, Suite 102
Columbus GA 31904
Advisors at this office
2
Most active in
Alabama · Florida · Georgia · Louisiana · Texas
Also doing business as
Townsend Financial · Townsend Personal Financial Planning, LLC · Townsend Wealth Management
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Tyler T
CFP®, CFA®, Series 65
Columbus, GA
Townsend Wealth Management
Tyler Townsend is a CFP®, CFA®, and Series 65-registered financial advisor with 17 years of industry experience. He has been with Townsend Wealth Management since 2007, where he is one of two advisors. Townsend Wealth Management provides discretionary investment management and financial planning to individuals, trusts, charitable organizations, small businesses, and retirement plans. The firm employs a strategic asset allocation approach using a range of securities, including derivatives, and manages accounts on a discretionary basis while operating as a fiduciary.
Burnett T
CFP®, Series 65
Columbus, GA
Townsend Wealth Management
Burnett Townsend, Jr is a CFP® and holds a Series 65 license with 22 years of experience in financial advising. He has operated Townsend Personal Financial Planning, LLC since 2001. Townsend Wealth Management provides discretionary investment management and financial planning services to individuals, trusts, charitable organizations, small businesses, and retirement plans. The firm employs strategic asset allocation across multiple asset classes and incorporates derivatives, including options, in separately managed accounts as part of its investment approach.
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