George Townsend
Consilium Wealth Advisory · Frisco, Texas
George Townsend is a fee-only financial advisor at Consilium Wealth Advisory in Frisco, Texas, who holds the CFP credential. George focuses on estate & legacy planning, family wealth transfer and founders (pre-exit). Consilium Wealth Advisory reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- Multi-generational families
- Founders
Facts
| Firm | Consilium Wealth Advisory |
|---|---|
| Based in | Frisco, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $466.0M across 510 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TX · CRD 6114451 |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.consilium-llc.com |
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Questions about George
Is George Townsend a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: George holds no broker registration, and Consilium Wealth Advisory reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does George charge for financial advice?
George's firm, Consilium Wealth Advisory, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is George Townsend based?
George Townsend is based in Frisco, Texas.
What does George specialize in?
George's specialties include estate & legacy planning, family wealth transfer and founders (pre-exit). George works with multi-generational families and founders.
What credentials does George Townsend hold?
George Townsend holds the CFP credential.
Is George Townsend registered with the SEC?
Yes. George Townsend is registered as an investment adviser representative in TX (CRD 6114451), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Consilium Wealth Advisory manage?
Consilium Wealth Advisory reports $466.0M across 510 accounts in assets under management.
How do I contact George Townsend?
Through George's website, www.consilium-llc.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- Consilium Wealth Advisory website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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