Tyler Ashley Townsend
Investment adviser representative at Townsend Wealth Management
19 yearsExperience
4 statesRegistered in
CFP® certification, CFADesignations
$194MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
19 years in the industry.
- Townsend Wealth ManagementApr 2007 to now
Designations
- CFP® certification
- CFA
Exams passed
- Series 65 · Uniform Investment Adviser Law2008
State registrations
Registered as an investment adviser representative in 4 states (AL, GA, LA, TX).
Townsend Wealth Management
Legal name: Townsend Personal Financial Planning, LLC
$194MAssets managed
179Clients
2Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5475721
- Firm CRD
- 126241