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Townsend Phipps

9 Years of Experience
Conway, AR

Townsend Phipps is a registered investment advisor at Riverland Wealth Management, based in Conway, AR, with 9 years of industry experience. Townsend operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 319 clients with $53M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
319 clients
Average Client Portfolio
$167K average
Assets Under Management
$53.3M

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100K1.30%
$100K - $1.0M1.00%
$1.0M - $2.0M0.90%
$2.0M - $3.0M0.80%
$3.0M - $10.0M0.75%
$10M+0.75%

Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1805 E Oak St, Suite 123, Conway, AR, 72032

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Townsend is the President/Owner of Rhinestone Capital Investments, LLC, a real estate business, and a Broker/Licensee for an Arkansas real estate license. These activities each take a few hours per week.

Employment History
Current Registrations
Riverland Wealth Management
January 2024 - Present · 2 yrs 3 mos
Previous Registrations
TrutoroBroker
January 2017 - January 2024 · 7 yrs
Trutoro
November 2016 - January 2024 · 7 yrs 2 mos
Next Financial Group, INC.
October 2016 - November 2016 · 1 mo
Next Financial Group, INC.Broker
July 2016 - November 2016 · 4 mos
State Registrations2 states
ARTX
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Townsend Phipps - Financial Advisor | TrueAdvisor