Fee-only adviser · Columbus, GA
Townsend Wealth Management
Townsend Wealth Management is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Columbus, Georgia. On its latest Form ADV, filed February 25, 2026, it reports $194M in regulatory assets under management, 179 individual clients and 2 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | SEC-registered |
|---|---|
| Firm CRD number | 126241 · SEC file 801-120269 |
| Office | 6867 Mountainbrook DR Ste 102 Columbus, GA 31904 |
| Phone | (706) 221-8200 |
| Website | www.townsendwm.com |
| Regulatory assets under management | $194M ($188M discretionary) |
| Individual clients | 119 non-high-net-worth, 60 high-net-worth |
| Financial planning clients | 26-50 |
| How it charges | Percentage of assets, Other |
| Services | Financial planning, Portfolio management |
| Employees | 3 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | February 25, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Columbus
- Fluid Financial Planning, LLC $20M
- Greatmark Investment Partners, Inc. $1.0B
- Mars Capital Management LLC $25M
See all 4 fee-only advisers in Columbus →
Nearby
- Opelika 1 firm
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