TM
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
16 advisors
Number of Clients
1,476 clients
Average Client Portfolio
$865K average
Assets Under Management
$1.3B
Fee Structure
Financial Plan Fee:$265
Hourly Rate:Up to $285/hr
Townsend charges a fixed fee of $265 for a financial profile. Individual financial consultations are available for $285 per hour. Asset management fees are based on a percentage of assets managed, as detailed in the table above. Minimum investment amounts are required, as outlined in Item 7.
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningEducation PlanningFinancial Planning & CoachingInsurance Planning
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Advisor Information
Office location
9800 Schwab Way, Lone Tree, CO, 80124
Get directionsRegulatory History
Clean regulatory record
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
September 2025 - Present · 4 mos
Private Client Services, LLC Broker
September 2025 - Present · 4 mos
Previous Registrations
Charles Schwab & Co., INC.
January 2021 - July 2025 · 4 yrs 6 mos
Schwab Private Client Investment Advisory, INC.
January 2012 - February 2021 · 9 yrs 1 mo
Charles Schwab & Co., INC.
March 2005 - December 2011 · 6 yrs 9 mos
Charles Schwab & Co., INC. Broker
June 2000 - July 2025 · 25 yrs 1 mo
State Registrations1 state
CO
AdvisorBrokerBoth
Exams
No exam information available for this advisor.