Heather Townsend is a CFP-designated registered investment advisor at Townsend Financial, based in Scottsdale, AZ, with 8 years of industry experience. Heather operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 5 more. Their firm serves 48 clients with $36M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Townsend Financial offers investment management as part of its annual financial planning service. The annual planning fee is a minimum of $20,000, and net worth above $3M will be charged 0.40% (40 basis points). The total fees for investment management will not exceed 3% of the assets managed per year.
Contact
Heather Townsend
Location
Scottsdale, AZ
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Townsend Financial
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.