# Caleb Griffith

> Caleb Griffith is a fee-only financial advisor at Townsend Asset Management in Raleigh, North Carolina, who holds the CFP credential. Caleb focuses on retirement planning, tax planning and estate & legacy planning. Townsend Asset Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/caleb-griffith/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Townsend Asset Management
- **Based in:** Raleigh, North Carolina
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $479.6M across 1,130 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning, Tax planning, Estate & legacy planning
- **CRD:** 5969073 (https://adviserinfo.sec.gov/individual/summary/5969073)
- **SEC registration:** Investment adviser representative in NC, TX
- **Firm size:** 7 employees
- **Disclosures:** None reported
- **Website:** https://www.northcarolinawealthmanagers.com/

## Frequently asked questions

### Is Caleb Griffith a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Caleb holds no broker registration, and Townsend Asset Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Caleb charge for financial advice?

Caleb's firm, Townsend Asset Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Caleb Griffith based?

Caleb Griffith is based in Raleigh, North Carolina.

### What does Caleb specialize in?

Caleb's specialties include retirement planning, tax planning and estate & legacy planning.

### What credentials does Caleb Griffith hold?

Caleb Griffith holds the CFP credential.

### Is Caleb Griffith registered with the SEC?

Yes. Caleb Griffith is registered as an investment adviser representative in NC and TX (CRD 5969073), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Townsend Asset Management manage?

Townsend Asset Management reports $479.6M across 1,130 accounts in assets under management.

### How do I contact Caleb Griffith?

Through Caleb's website, www.northcarolinawealthmanagers.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5969073): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.northcarolinawealthmanagers.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.