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Townsend Wealth Management

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Client assets under management

$192,939,337

Clients

179

34% high-net-worth

Advisors

2

of 3 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

More info

Clients per advisor

90

High

Average account size

$1,077,873

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

Financial planning Portfolio management

Expertise

Wealth management Active portfolio management Retirement plans for business owners (SEP, solo 401k) Options & derivatives strategies

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Fee options

Fixed

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

Percentage

$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%

Other

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 location

Townsend Wealth Management

6867 Mountainbrook Dr, Ste 102

Columbus GA 31904, United States

Number of offices

1

Most active in

More info

Alabama · Florida · Georgia · Louisiana · Texas

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Facebook Website 706-221-8200

Advisors at this firm

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user avatar

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.

Wealth management Active portfolio management Retirement plans for business owners (SEP, solo 401k) Options & derivatives strategies
user avatar

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.

Wealth management Active portfolio management Retirement plans for business owners (SEP, solo 401k) Options & derivatives strategies
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