Firm
Townsend Wealth Management
Columbus, Georgia
Fee-only
Townsend Wealth Management at a glance
- One of 307 fee-only firms based in Georgia in the Wellspent graph.
- 2 advisors are listed here; all hold the CFP.
- Its Form ADV reports 3 employees and 179 individual clients, 60 of them high net worth.
- Its average account is about $432,000 (assets it manages divided by its 449 accounts).
Fee-only advisors in Georgia · What fee-only advisors charge in Georgia
Facts
| Based in | Columbus, Georgia |
|---|---|
| Website | townsendwm.com |
| Phone | (706) 221-8200 |
Townsend Wealth Management fees
Townsend Wealth Management doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: flat fee. Ask for its Form ADV Part 2A, which must describe its fees.
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 |
|---|---|
| Assets managed | $194 million |
| Individual clients | 119 |
| High-net-worth clients | 60 |
| Accounts managed | 449 |
| Employees | 3 |
| Planning clients | 26-50 |
| Registered with | The SEC (801-120269) |
| Financial planning | Offered |
| Form ADV filed | February 25, 2026 |
| SEC record | CRD 126241 |