Antwann Holmes
Advisor at Townsend
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Townsend
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Westminster, CO 80234
Credentials
CFP®, Series 66
Industry experience
11 years
Antwann Holmes is a CFP® and holds a Series 66 license with 11 years of industry experience. He is currently with Townsend in Westminster, CO, where he has worked since 2016 in various capacities including Townsend Retirement Specialists and Private Client Services. His prior experience includes roles at Creative Planning, LLC and Personal Capital. Townsend serves individual investors, trusts, estates, and charitable organizations with a range of financial planning and asset management services. The firm combines macroeconomic analysis with fundamental research to construct diversified portfolios tailored to client-specific asset allocations.
Based on Townsend
Fixed fee of $265 for financial profile; up to $150 annually for continuing financial planning services; up to $195 annually for 401(k) monitoring services.
$0 - $1,000,000: 1.25% $1,000,001 - $3,000,000: 1.15% $3,000,001 - $5,000,000: 1.00% $5,000,001 - $10,000,000: 0.89% $10,000,001 - $20,000,000: 0.80% $20,000,001 - $40,000,000: 0.73% $40,000,001+: 0.68%
Commission fees earned by representatives in their separate capacity as registered representatives and insurance agents; commissions for securities and insurance products; 12b-1 fees in commission-based brokerage accounts.
Financial consultations charged at $285 per hour (non-negotiable).
Account minimum: $500,000 Minimum fee: Financial planning fixed fees of $265 for financial profile; $285 per hour for financial consultations; up to $150 annually for continuing financial planning services; up to $195 annually for 401(k) Advantage Program Fee-only: Financial planning fixed fees and hourly charges as described; asset management fees negotiable.
2761 W. 120 Th Ave., Suite 200
Westminster, CO 80234
Colorado
Private Client Services
2025 - Present (1 year)
OSAIC
2024 - 2025 (1 year)
Securities America, Inc.
2023 - 2024 (1 year)
Townsend Retirement Specialists
2023 - Present (3 years)
Creative Planning, LLC
2022 - 2023 (1 year)
Securities America, Inc.
2016 - 2022 (6 years)
Townsend Retirement Specialists
2016 - 2022 (6 years)
Personal Capital
2015 - 2016 (1 year)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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