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CFP
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CFP

Ryan Townsley

7 Years of Experience
Bel Air, MD

Ryan Townsley is a CFP-designated registered investment advisor at Town Capital, based in Bel Air, MD, with 7 years of industry experience. Ryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 131 clients with $120M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
131 clients
Average Client Portfolio
$931K average
Assets Under Management
$121.9M

Fee Structure

Planning is included in investment management
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.25%
$500K - $1.0M1.00%
$1.0M - $2.0M0.90%
$2.0M - $5.0M0.80%
$5.0M - $20.0M0.50%
$20M+0.30%

Fees are negotiable and may vary from client to client.

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

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Ryan Townsley

Location

112 W Pennsylvania Ave, 301, Bel Air, MD, 21014

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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

Ryan owns rental properties in Middle River and Dundalk, MD, since 2005 and 2008 respectively, dedicating minimal time to each. He also serves as a part-time professor for Towson University's Business department.

Employment History
Current Registrations
Town Capital
November 2018 - Present · 7 yrs 5 mos
Previous Registrations
Edward Jones
February 2018 - June 2018 · 4 mos
Edward JonesBroker
January 2018 - June 2018 · 5 mos
State Registrations2 states
MDTX
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.
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Ryan Townsley