# TOWNSEND FINANCIAL PLANNING, LLC

TOWNSEND FINANCIAL PLANNING, LLC of MT. STERLING, KY is an SEC-registered investment adviser.

## Registration

- CRD: 141571
- Type: SEC-registered investment adviser
- SEC file number: 801-130686
- Location: 102 SOUTH MAYSVILLE STREET, SUITE 1, MT. STERLING, KY, 40353
- Phone: 859-498-2020
- Latest filing: 2026-05-12
- Regulatory AUM: $148.3M
- Discretionary AUM: $148.3M
- Clients: 6
- Accounts: 579

## Business model

- Compensation: % of AUM, Hourly, Fixed, Other
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities, Corporations

## Officers, owners & control persons (4)

| 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 | — |


## Branch offices (2)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| LEXINGTON | KY | 2 | 859-299-2020 |
| LOUISVILLE | KY | 2 | 502-630-0707 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/141571/brochure
- Similar advisers: https://search.stillhousedata.com/firm/141571/similar
- Related entities: https://search.stillhousedata.com/firm/141571/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/141571

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.