Tyler Townsend
Townsend Wealth Management · Columbus, Georgia
Tyler Townsend is a fee-only financial advisor at Townsend Wealth Management in Columbus, Georgia, who holds the CFP and CFA credentials. Tyler charges a flat fee or retainer and focuses on retirement planning and small business owners.
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Specialties
Facts
| Firm | Townsend Wealth Management |
|---|---|
| Based in | Columbus, Georgia |
| Fee model | Flat fee or retainer |
| Assets under management | $194.0M across 449 accounts |
| Credentials | CFP · CFA |
| SEC registration | Investment adviser representative in AL, GA, LA, TX · CRD 5475721 |
| Exams passed | Series 65 (2008) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.townsendwm.com |
| Profile |
How Tyler's firm compares
- Townsend Wealth Management's average account is about $432,000, from its Form ADV (assets managed divided by 449 accounts).
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Questions about Tyler
Is Tyler Townsend a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Tyler holds no broker registration, and Townsend Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Tyler charge for financial advice?
Tyler charges a flat fee or retainer.
Where is Tyler Townsend based?
Tyler Townsend is based in Columbus, Georgia.
What does Tyler specialize in?
Tyler's specialties include retirement planning and small business owners.
What credentials does Tyler Townsend hold?
Tyler Townsend holds the CFP and CFA credentials.
Is Tyler Townsend registered with the SEC?
Yes. Tyler Townsend is registered as an investment adviser representative in AL, GA, LA and TX (CRD 5475721), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Townsend Wealth Management manage?
Townsend Wealth Management reports $194.0M across 449 accounts in assets under management.
How do I contact Tyler Townsend?
Through Tyler's website, www.townsendwm.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
- Townsend Wealth Management 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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