George Kermit Townsend
Investment adviser representative at Consilium Wealth Advisory, LLC
13 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$466MFirm assets
Are you George Kermit Townsend? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- Consilium Wealth Advisory, LLCMar 2015 to now
- George Kermit Townsend, Sole ProprietorNov 2013 to Apr 2024
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (TX).
Consilium Wealth Advisory, LLC
$466MAssets managed
120Clients
4Advisers
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
- 6114451
- Firm CRD
- 164993