Advisor at Fowler Wealth Management
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Location
Lake City, SC 29560
Credentials
CFP®, Series 66
Industry experience
12 years
Marion Fowler IV is a CFP® and Series 66 credentialed financial advisor with 12 years of industry experience. He is the principal and sole advisor at Fowler Wealth Management, which he founded in 2024. Prior to establishing his firm, he worked at Websterrogers Financial Advisors, LLC for seven years and Edward Jones for four years. Fowler Wealth Management is an independent, state-registered investment adviser managing approximately $20.9 million for around 40 clients. The firm offers fee-based, discretionary portfolio management and financial planning to individuals, trusts, estates, charitable organizations, and business entities, employing a tactical allocation approach combined with fundamental analysis.
$0 - $999,999: 1.25% $1,000,000 - $2,999,999: 1.00% $3,000,000+: 0.75%
Fee-only: Annual management fee payable quarterly in advance, based on AUM per tiered schedule
144 W Main Street
Lake City, SC 29560
South Carolina
Fowler Wealth Management
2024 - Present (2 years)
Websterrogers Financial Advisors, LLC
2017 - 2024 (7 years)
Edward Jones
2013 - 2017 (4 years)
Edward Jones
2013 - 2017 (4 years)
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Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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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.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 66
Lake City, SC
Edward Jones
David Green is a financial advisor with Edward Jones in Lake City, SC, holding Series 63 and Series 66 licenses and 25 years of industry experience. He has been with Edward Jones since 2000. Outside of his advisory role, he is a member of In The Green LLC in Lake City. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of more than 23,000 financial advisors and 15,000 branch offices.
Series 66
Lake City, SC
Ameriprise
Anthony Holladay is a financial advisor with Ameriprise in Lake City, SC, holding a Series 66 designation and eight years of industry experience. His prior work includes eight years at Edward Jones and three years at Palmetto Engineering and Consulting. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing detailed, non-discretionary recommendation reports that incorporate income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to support clients, with a centralized consulting team delivering automated and tailored recommendations.
CFP®, ChFC®, Series 63, Series 66
Lake City, SC
Edward Jones
Brandon Green is a financial advisor with Edward Jones in Lake City, SC, holding CFP® and ChFC® designations with 10 years of industry experience. He previously worked at Protective Life for six years before joining Edward Jones in 2021. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
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