Firm
Townsend Financial Planning, LLC
Louisville, Kentucky
Fee-only
Townsend Financial Planning, LLC at a glance
- One of 65 fee-only firms based in Kentucky in the Wellspent graph.
- 3 advisors are listed here; all hold the CFP.
- Its Form ADV reports 6 employees and 160 individual clients, 38 of them high net worth.
- Its average account is about $256,000 (assets it manages divided by its 579 accounts).
- Its website says it's taking new clients.
Fee-only advisors in Kentucky · What fee-only advisors charge in Kentucky
Facts
| Based in | Louisville, Kentucky |
|---|---|
| Website | townsendplanning.com |
| [email protected] | |
| Phone | (502) 630-0707 |
Townsend Financial Planning, 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.
| One-time plan | From $2,650 |
|---|---|
| Asset-based fee | 1% a year on the first tier of assets |
| How it charges | Percentage of assets · One-time plans or projects |
In the firm's words
"CORE FINANCIAL PLAN | $2,650" source
"Annualized Asset-Based Fee 1% 1% - 0.25% *" source
"Annualized Asset-Based Fee 1% 1% - 0.25% *" 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 | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $148 million |
| Individual clients | 122 |
| High-net-worth clients | 38 |
| Accounts managed | 579 |
| Employees | 6 |
| Planning clients | 101-250 |
| Registered with | The SEC (801-130686) |
| Financial planning | Offered |
| Form ADV filed | May 12, 2026 |
| SEC record | CRD 141571 |