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Melody Jo Townsend

Townsend Financial Planning

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About Melody Jo Townsend

Melody Jo Townsend is a Certified Financial Planner and has been working in the financial industry since October 2006. Melody is a registered investment advisor representative in Kentucky and Florida. Melody is affiliated with Townsend Financial Planning, which has offices in Mt. Sterling, KY. The firm provides financial planning and portfolio management services to individuals, high-net-worth individuals, and corporations.

Firm Information

Melody Townsend is currently registered with Townsend Financial Planning. Townsend Financial Planning is a fee-only financial planning firm based in MT. STERLING, KY. They serve individuals and high-net-worth individuals. The firm offers financial planning, portfolio management, pension consulting, educational seminars, and publication of periodicals. They have $115,967,684 in regulatory assets under management and are registered with the SEC.
Townsend Financial Planning

36 EAST MAIN STREET

MT. STERLING, KY 40353

$115.97M

Assets Under Management

22

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

% of asset under another trust company's management

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Melody Townsend’s Registration & Firm History

KY

01/09/2025 - Present

Townsend Financial Planning (MT. STERLING KY)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Melody Jo Townsend.
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