CRD: 141571
Townsend Financial Planning
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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 04-01-2010
- Office Locations
- 1
Office Locations
About Townsend Financial Planning
Townsend Financial Planning is a Mt. Sterling, KY registered investment adviser serving retail individuals and families with relationship-first financial planning and ongoing portfolio management. The firm focuses on retirement preparedness, education savings, and guidance through life transitions, implementing investment strategies that lean heavily on ETFs (alongside mutual funds and other vehicles). Custody is primarily with Fidelity/NFS.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
MELODY JO TOWNSEND
Chief Compliance Officer, Financial Advisor, General Partner, President
- CRD
- #5204108
- Ownership
- 75% or more
Harrison Nicholas Bailey
Financial Advisor, PARTNER
- CRD
- #7181878
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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Jeremiah Matthew Creech
Advisor
- CRD
- #7709098
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $148,313,084 | $256,154 |
| Non-Discretionary | $0 | -- |
| Total | $148,313,084 | $256,154 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Private Funds | Available | Available |
| Other | Available | Available |
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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