Advisor at Townsend Wealth Management
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Firm
Townsend Wealth Management
Location
Columbus, GA 31904
Credentials
CFP®, Series 65
Industry experience
22 years
Burnett Townsend, Jr is a CFP® and holds a Series 65 license with 22 years of experience in financial advising. He has operated Townsend Personal Financial Planning, LLC since 2001. Townsend Wealth Management provides discretionary investment management and financial planning services to individuals, trusts, charitable organizations, small businesses, and retirement plans. The firm employs strategic asset allocation across multiple asset classes and incorporates derivatives, including options, in separately managed accounts as part of its investment approach.
Based on Townsend Wealth Management
Comprehensive financial plans range from $2,500 to $5,000 depending on complexity; waived for investment management clients; situation-specific planning offered at no charge to investment clients
$0 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.80% $2,000,001 - $5,000,000: 0.65% $5,000,001 - $10,000,000: 0.50% $10,000,001 - $20,000,000: 0.35% $20,000,001+: 0.20%
Account minimum: $500,000 Minimum fee: $2,500 per year for employer-sponsored retirement plans Fee-only: Firm is fee-only; 100% of revenue from client fees, no commissions
6867 Mountainbrook Dr, Suite 102
Columbus, GA 31904
Alabama · Georgia · Louisiana · Texas
Townsend Personal Financial Planning, LLC
2001 - Present (25 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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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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