# Townsend Financial

> Townsend Financial is a state-registered investment advisory firm, registered since 2018, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 291000
- Filed as: TOWNSEND FINANCIAL
- Legal name: Townsend Financial, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/291000
- AdvisorCensus page: https://advisorcensus.com/firm/townsend-financial-291000

## Quick answers

**How is Townsend Financial compensated?**
On its Form ADV (Item 5.E, October 2026), Townsend Financial reports these compensation arrangements: hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Townsend Financial registered with the SEC or a state?**
Townsend Financial is a state-registered investment advisory firm, registered since 2018. Status as filed: APPROVED. CRD 291000.

**How much does Townsend Financial manage?**
Townsend Financial reports $50,330,473 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary).

**What types of clients does Townsend Financial serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (27); individuals (other than high net worth individuals) (22).

**Does Townsend Financial report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/291000

## From the Form ADV filing

### Compensation (Item 5.E)
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $50,330,473
- Discretionary: $50,330,473
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 22 | $5,261,438 |
| High net worth individuals | 27 | $45,069,035 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other

### Firm details
- Registered since: 2018 (7 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: AZ, CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [playbookotw.com](https://playbookotw.com)
- [townsend-financial.com](https://townsend-financial.com)
- [yelp.com/biz/townsend-financial-scottsdale-2](https://yelp.com/biz/townsend-financial-scottsdale-2)
- Facebook @townsendfinancialllc
- Instagram @heather.townsend.financial
- LinkedIn @18485850
- LinkedIn @townsend-financial-llc
- YouTube @townsend.financial

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Townsend Financial (CRD 291000): Form ADV filing data as of October 2026.