TOWNSEND FINANCIAL PLANNING, LLC of MT. STERLING, KY is an SEC-registered investment adviser (CRD 141571). Regulatory assets under management: $148.3M.
Compensation: % of AUM, Hourly, Fixed, Other.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities, Corporations.
| Name | Role | Location |
|---|---|---|
| Melody Jo Townsend | PRESIDENT/CCO | — |
| Harrison Nicholas Bailey | PARTNER/FINANCIAL ADVISOR | — |
| TOWNSEND MELODY JO | PRESIDENT/CCO | — |
| Bailey Harrison Nicholas | PARTNER/FINANCIAL ADVISOR | — |
| City | State | Employees | Phone |
|---|---|---|---|
| LEXINGTON | KY | 2 | 859-299-2020 |
| LOUISVILLE | KY | 2 | 502-630-0707 |