Firm
Townsend Financial, LLC
Scottsdale, Arizona
Fee-only
Townsend Financial, LLC at a glance
- One of 212 fee-only firms based in Arizona in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 49 individual clients, 27 of them high net worth.
- Its average account is about $203,000 (assets it manages divided by its 248 accounts).
- Its ongoing planning fee starts at $20,000 a year, above the Arizona median of $4,800.
- Its website says it's taking new clients.
- It works with clients virtually as well as in person.
Fee-only advisors in Arizona · What fee-only advisors charge in Arizona
Facts
| Based in | Scottsdale, Arizona |
|---|---|
| Website | townsend-financial.com |
| [email protected] | |
| Phone | (425) 505-5064 |
Townsend Financial, LLC fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $20,000 a year |
|---|---|
| How it charges | Ongoing planning fee |
In the firm's words
"Annual Planning Fee is based on net worth and complexity with a minimum of $20,000/year." source
"Fees listed above are annualized, billed quarterly or monthly in advance." source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Hourly · Fixed fees |
|---|---|
| Assets managed | $50 million |
| Individual clients | 22 |
| High-net-worth clients | 27 |
| Accounts managed | 248 |
| Employees | 1 |
| Planning clients | 51-100 |
| Financial planning | Offered |
| Form ADV filed | March 31, 2026 |
| SEC record | CRD 291000 |