AdvisorCensus / Financial advisors / Georgia / Columbus / Townsend Wealth Management
Townsend Wealth Management
Filed as TOWNSEND WEALTH MANAGEMENT · Legal name Townsend Personal Financial Planning, LLC
Townsend Wealth Management is an SEC-registered investment advisory firm in Columbus, GA, registered since 2021, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 25, 2026.
Quick answers
From the filingHow is Townsend Wealth Management compensated?
On its Form ADV (Item 5.E, October 2026), Townsend Wealth Management reports these compensation arrangements: a percentage of assets under its management; other.
Where is Townsend Wealth Management located?
Townsend Wealth Management's principal office is in Columbus, GA, according to its Form ADV.
Is Townsend Wealth Management registered with the SEC or a state?
Townsend Wealth Management is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 126241.
How much does Townsend Wealth Management manage?
Townsend Wealth Management reports $194,042,419 in regulatory assets under management in its Form ADV filing dated February 25, 2026 (97% discretionary).
How have Townsend Wealth Management's assets and staff changed since 2021?
In the Form ADV data for Townsend Wealth Management: Regulatory assets under management: $117,301,278 in the October 2021 data and $194,042,419 in the October 2026 data, up 65%. Total employees: 3 in October 2021 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Townsend Wealth Management serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (119); high net worth individuals (60).
Which custodians does Townsend Wealth Management use?
Townsend Wealth Management's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.
Does Townsend Wealth Management report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/126241
Does Townsend Wealth Management state an account minimum?
Its Form ADV Part 2A brochure dated February 6, 2026 says: "We have a preferred minimum portfolio size of $ 500,000 for which limited exceptions may be granted."
What changed in Townsend Wealth Management's recent Form ADV filings?
In the March 2026 filing data: Regulatory assets under management went from $163,703,095 to $194,042,419 (+19%). Registered or notice-filed in FL.
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Other
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AThe brochure lists different fees for different services or strategies; see the brochure for them.
Account minimum: $500,000
The brochure's wording
We have a preferred minimum portfolio size of $ 500,000 for which limited exceptions may be granted.
As stated in the firm's Form ADV Part 2A brochure dated February 6, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$194,042,419 as of October 2026, filing dated February 25, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
Registration and firm details
Items 1, 2, 5- Legal name
- Townsend Personal Financial Planning, LLC
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2021 (5 years)
- Employees
- Total: 3. Performing investment advisory functions: 2.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.
- States registered or notice-filed
-
5 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $194,042,419 | 3 | February 25, 2026 |
| October 2025 | $163,703,095 | 3 | March 3, 2025 |
| October 2024 | $152,461,738 | 3 | March 12, 2024 |
| October 2023 | $134,472,207 | 3 | March 7, 2023 |
| October 2022 | $132,038,884 | 3 | March 10, 2022 |
| October 2021 | $117,301,278 | 3 | January 5, 2021 |
Regulatory assets under management: $117,301,278 in the October 2021 data and $194,042,419 in the October 2026 data, up 65%.
Total employees: 3 in October 2021 and 3 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- March 2026
- Regulatory assets under management went from $163,703,095 to $194,042,419 (+19%).
- Registered or notice-filed in FL.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Townsend Wealth Management (CRD 126241): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/townsend-wealth-management-columbus-ga-126241