MP Townsend Financial
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$5,396,930
Clients
46
4% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
46
HighAverage account size
$117,325
About
MP Townsend Financial is a small independent advisory firm that primarily serves individual clients, managing about $5.4 million across roughly 46 client relationships. The firm offers discretionary portfolio management, ongoing financial planning and consulting, and public seminars and workshops on investment topics.
The firm manages accounts under written Investment Policy Statements and uses model portfolios — including access to the Altruist model marketplace and the ability to build custom models — to implement client strategies, with periodic account reviews and analysis that draws on fundamental, technical, and cyclical methods. It also maintains a limited number of legacy wrap-program accounts managed through EQIS, though no new clients are placed on that platform.
Noteworthy distinctions include affiliated business activities in tax consulting, insurance sales, and a real estate brokerage; these affiliations are disclosed and are reported to consume under 10% of the advisor’s time, with conflicts mitigated by disclosure and allowing clients to choose other providers. The firm’s practice of offering free educational seminars and workshops is also less common among comparable independent advisers.
Client services
Financial planning
Portfolio management
Selection of other advisers
Educational seminars or workshops
Expertise
Wealth management
General estate planning guidance
General tax planning
Cash flow / budgeting
Fee options
Negotiable fixed fee for financial planning services with a maximum fee of $5,000
Maximum annual fee of 2% of assets under management, paid monthly in arrears
Main office location
MP Townsend Financial
11010 Se Division Street, Suite 100
Portland OR 97266, United States
Number of offices
2
Most active in
MP Townsend Financial has reported serving >5 clients in these states in the last 12 months.
California · Oregon
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Lawyer
They provide legal services, typically billed separately.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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