Company Information

Get to know Townsend Financial Life Management

Founded in 1993 by Frank Townsend, Townsend Financial Life Management is an SEC Registered Investment Adviser (RIA) based in Bellevue, Washington. The firm operates as a fee-only fiduciary, meaning it is legally obligated to act in its clients' best interests and is compensated solely by client fees, not commissions. Its core philosophy, "Financial Life Management," integrates comprehensive financial planning and investment management to help clients align their financial resources with their personal life goals. The firm serves individuals, families, and trusts with a focus on long-term wealth management and holistic financial well-being.

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Financial Wealth ManagementPRIMARY
Financial Other Service

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Townsend Financial Life Management

United States

Founded in

2019 (7 Years)

Founded

Last online: No recent activity

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Markets.com

(326 reviews)

United States

2008

(18 years)

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.