Townsend Financial offers comprehensive financial planning for a flat fee, which may include investment management at the client's request. Financial planning covers areas like net worth, cash flow, insurance, retirement, investments, and estate planning. They also offer hourly financial planning for specific concerns, speaking engagements, and personal tax return preparation. Townsend Financial may use third-party managers for portfolio 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.