Townsend Financial fees and pricing
Financial planner in Scottsdale, Arizona. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 31, 2026, Townsend Financial charges $500 an hour and an annual fee of $20,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $500/hr
“Financial Planning fee is an hourly rate of $500 per hour.”
- Annual fee
- $20,000/yr
“The fee for this service consists of a minimum annual planning fee of $20,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Townsend Financial bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are generally negotiable and are paid as described below, directly by the client.”
- “In no event will Townsend Financial collect more than $500.00 more than six months in advance from any client.”
- “Fees are negotiable and based on the complexity of the client’s financial situation and their desired objectives.”
How Townsend Financial’s fees compare
- Its hourly rate of $500 is above the Arizona median of $275. 88% of the 195 other Arizona planners that publish an hourly rate charge less.
- 45 of the 53 other planners in Scottsdale that publish an hourly rate charge less.
- Its annual fee of $20,000 is above the Arizona median of $10,000. 84% of the 43 other Arizona planners that publish an annual fee charge less.
- 11 of the 14 other planners in Scottsdale that publish an annual fee charge less.
About Townsend Financial
“As part of the Annual Comprehensive Financial Planning Service, Townsend Financial also provides investment management services on a discretionary basis.”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFP® and CPA.
- Registered as an adviser: 2018 (8 years).
Planning areas mentioned in the brochure
- Retirement planning
- Estate planning
- Business owners
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 3% a year
- Clients
- 49
- 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, educational seminars and workshops, and other services
- Assets managed
- $50,330,473
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 291000
- Phone
- (425) 505-5064
Can advise clients in 2 states: Arizona, California
Other planners in Scottsdale that publish fees
- 212 Wealth ManagementScottsdale$250/hr
- 3Roots Wealth Partners LLCScottsdale$400/hr, $5,000-$20,000
- 49TH Parallel Wealth ManagementScottsdale$399/hr, $1,500
- Able Financial Group, LLCScottsdale$600/hr, $35,000
- Aim CapitalScottsdale$300/hr
- Akkadian Wealth LLCScottsdale$500/hr, $1,000-$5,000
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.