MP Townsend Financial fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 16, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$5,000

“MP Townsend Inc. 2 FIXED FEES Financial Planning Services are offered based on a negotiable fixed fee with a maximum fee of $5,000 based on complexity and unique client needs.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How MP Townsend Financial bills

Payment and refund terms, quoted from the fee section of the brochure.

• “The fee is calculated as a percentage of the average daily balance of Account and is paid monthly in arrears.”
• “The payments are received in two installments: the first half will be due upon commencement of the plan with the balance due upon delivery of completed financial plan.”
• “Client may cancel within five (5) business days of signing agreement for a full refund.”

How MP Townsend Financial’s fees compare

• Its flat or project fee of $5,000 is above the Oregon median of $4,000. 57% of the 92 other Oregon planners that publish a flat or project fee charge less.
• 11 of the 22 other planners in Portland that publish a flat or project fee charge less.

About MP Townsend Financial

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2012 (14 years).

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

2% a year

Clients

46

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, selecting other advisers, and educational seminars and workshops

Assets managed

$5,396,930

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

165292

Website

mptownsend.com (opens in new tab)

Phone

(503) 327-8026

Other planners in Portland that publish fees

• Apm WealthPortland$250/hr, $1,299/mo
• Becker Capital Management, Inc.Portland$100⁠-⁠$500/hr
• Blue Water WealthPortland$2,000⁠-⁠$20,000
• Blueprint Financial Advisors, LLCPortland$250/hr
• Burgess Financial PlanningPortland$360/hr
• CLS Financial Advisors, Inc.Portland$350/hr, $1,000⁠-⁠$10,000

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