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Advisors / Oregon / Portland
31yrs

Michael Townsend

Financial advisor at MP Townsend Financial

Michael Townsend has worked in the financial industry for 31 years and is a fiduciary financial advisor based in Portland, Oregon. After three years at Harlow Wealth Management, Michael joined MP Townsend Financial in 2024, a firm offering financial planning, investment management, and selecting outside investment managers. The firm is paid through a percentage of assets and flat fees.

One of 1175 advisors with offices in Portland, and one of 1075 fiduciaries.

Portland, OR 97266Top 15% by experience in OregonFiduciary advisor
Call the officeDirections

At a glance

Experience31 years (since 1996)
How that compares ?Top 15% by experience in Oregon
Office11010 SE Division Street Suite 100, Portland, OR 97266
How the firm is paid ?Percent of assets, Flat fee
Typical client at the firm ?$117,325
States licensed ?1 state

Services through MP Townsend Financial

Financial planningInvestment management for individuals and small businessesChoosing other investment managersEducational seminars and workshops

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 63Uniform Securities Agent State Law Examination
Series 65Uniform Investment Adviser Law Examination

Career

  1. Dec 2024 – now
  2. 2009 – 2012

Questions to ask Michael

Tailored to Michael’s registration and firm.

  1. What's your succession plan, and who would work with me if you retire?
  2. What does a financial plan with you include, and how often is it updated?
  3. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  4. Where would my money be held, and will I get statements directly from that firm?
  5. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

Sign in to keep private notes, score your first meeting, and track this advisor alongside others.

About Michael

How do I contact Michael?

Call MP Townsend Financial at (503) 327-8026 and ask for Michael Townsend. Michael works from the Portland, OR office.

How long has Michael been a financial advisor?

Michael has been in the industry since 1996, about 31 years. Top 15% by experience in Oregon.

What licenses does Michael hold?

Series 63, Series 65. Tap any license on this page to see what it allows.

Is Michael a fiduciary?

Michael is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Michael paid?

MP Townsend Financial reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Michael for your total yearly cost in dollars.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.

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