# Townsend Financial Planning

Townsend Financial Planning is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **Website:** https://townsendfinancialplanning.com
- **LinkedIn:** https://www.linkedin.com/company/melodywtownsend

## Regulatory record

- **CRD number:** 141571
- **SEC file number:** 801-130686
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/141571

## About

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.

## Sectors

- Wealth Management
- Financial Planning

## Related profiles

- [T.L. Eddy Financial Services](https://altss.com/profile/tl-eddy-financial-services-inc)
- [Jeffrey R. Jacobs, CPA](https://altss.com/profile/jeffrey-r-jacobs-cpa)

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Last updated: 2026-07-06T01:24:27.327Z

Canonical page: https://altss.com/profile/townsend-financial-planning

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