A complete list of active advisors currently associated with Fowler Wealth Management
Warmer can help you find a great advisor at Fowler Wealth Management or one who fits your needs even better.
Fowler Wealth Management is a state-registered independent investment adviser established in 2024 that manages approximately $20.9 million for about 40 clients. The firm provides fee-based, discretionary portfolio management and related financial planning services to individuals, trusts, estates, charitable organizations and business entities. The adviser combines a tactical allocation approach with fundamental analysis to construct and adjust portfolios, using exchange-listed securities, ETFs, mutual funds, corporate and government debt, and cash positions as potential hedges. Strategies include both long-term holdings and shorter-term trades, and the firm may recommend specific stocks to alter sector weightings or enhance dividend potential. Notable features include that nearly all reported assets are managed on a discretionary basis, the firm does not accept commission-based compensation from product providers, and it does not vote client proxies (clients retain voting authority). The firm operates as a single-advisor practice, does not impose an account minimum, and generally directs clients to Charles Schwab as the qualified custodian for brokerage and custody.
To learn more about the advisors currently working at Fowler Wealth Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Lake City, SC
| 12
|
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