Updated:Jul 6, 2026

Townsend Financial Planning

TOWNSEND FINANCIAL PLANNING is an SEC-registered investment adviser in MT. STERLING, KY, registered since 2024. The firm manages approximately $148 million in...

Townsend Financial Planning

TOWNSEND FINANCIAL PLANNING is an SEC-registered investment adviser in MT. STERLING, KY, registered since 2024. The firm manages approximately $148 million in regulatory assets. It employs 6 staff and 3 investment advisers.

Website

townsendfinancialplanning.com

linkedin.com/company/melodywtownsend

General information

Firm type

RIA

Sector focus

Wealth ManagementFinancial Planning

What is Townsend Financial Planning?

Townsend Financial Planning is a ria tracked on Altss.

What does Altss track for Townsend Financial Planning?

Altss maintains an OSINT-verified profile of Townsend Financial Planning covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), and network (associations and event participation). Detailed values are available to Altss subscribers.

What is Townsend Financial Planning's website?

Townsend Financial Planning's public website is townsendfinancialplanning.com. Verified contact details for principals and decision-makers are available to Altss subscribers.

What type of firm is Townsend Financial Planning?

Townsend Financial Planning is classified by Altss as a RIA.

How does Altss source intelligence on Townsend Financial Planning?

Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.

When was Townsend Financial Planning's Altss profile last updated?

Townsend Financial Planning's profile on Altss was last refreshed on July 6, 2026. Continuous updates are applied as new public information is verified.

Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: Jul 6, 2026. Continuous refresh with full update cycles at least every 30 days.