# Townsend Wealth Management

> 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.

- CRD: 126241
- Filed as: TOWNSEND WEALTH MANAGEMENT
- Legal name: Townsend Personal Financial Planning, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Columbus, GA
- Filing period: October 2026
- Form ADV filing dated: February 25, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/126241
- AdvisorCensus page: https://advisorcensus.com/firm/townsend-wealth-management-columbus-ga-126241

## Quick answers

**How 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

### Compensation (Item 5.E)
- A percentage of assets under your management
- Other

### Fees and minimums (Form ADV Part 2A brochure dated February 6, 2026)

- Account minimum: $500,000

> We have a preferred minimum portfolio size of $ 500,000 for which limited exceptions may be granted.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $194,042,419
- Discretionary: $188,336,276
- Non-discretionary: $5,706,143

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 119 | $47,415,101 |
| High net worth individuals | 60 | $145,524,236 |
| Charitable organizations | Fewer than 5 | $287,404 |
| Corporations or other businesses not listed above | Fewer than 5 | $815,678 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2021 (5 years)
- Employees: 3 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AL, FL, GA, LA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- townsendwm.com
- Facebook @Townsend-Wealth-Management
- LinkedIn @1145786

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $117,301,278 | 3 | January 5, 2021 |
| October 2022 | $132,038,884 | 3 | March 10, 2022 |
| October 2023 | $134,472,207 | 3 | March 7, 2023 |
| October 2024 | $152,461,738 | 3 | March 12, 2024 |
| October 2025 | $163,703,095 | 3 | March 3, 2025 |
| October 2026 | $194,042,419 | 3 | February 25, 2026 |

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.

## 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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Townsend Wealth Management (CRD 126241): Form ADV filing data as of October 2026.