About FOWLER FINANCIAL MANAGEMENT
Fowler Financial Management is a reputable financial firm that has been serving clients for over 15 years. Specializing in personalized financial planning and advice, they have become a go-to resource for individuals and families seeking to secure their financial future.
How does the advisor help clients – Key Takeaways:
- Provides individualized financial planning and advice
- Helps clients set and achieve financial goals
- Offers a wide range of financial services
- Serves various types of clients
- Transparent about fees and compensation
- Adheres to strict background and disclosure policies
Facts and Insights
With over 15 years in the financial industry, Fowler Financial Management has accumulated a wealth of knowledge and experience in helping clients achieve their financial goals. Their approach is grounded in personalized financial planning, taking into account each client’s unique financial situation, goals, and risk tolerance. This expertise has earned them a loyal client base and a stellar reputation within the industry.
Additionally, Fowler Financial Management stays up-to-date on the latest financial trends, news, and insights to provide the best possible guidance for their clients. They are committed to ongoing education and training to ensure they are always equipped to provide the most current and relevant advice.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 15 years |
Financial Services Offered
Fowler Financial Management offers a wide range of financial services to help their clients achieve their financial goals. These services include:
- Retirement planning
- Investment management
- Estate planning
- Tax planning and preparation
- Insurance analysis and recommendations
- College savings planning
Client Types
Fowler Financial Management serves a diverse range of clients, including:
- Individuals and families
- Small business owners
- High net worth individuals
- Retirees
Fees & Compensation
Fowler Financial Management believes in transparent and fair fees for their services. They offer both fee-based and commission-based compensation options, depending on the client’s needs and preferences. They are committed to discussing all fees upfront and ensuring clients are fully informed and comfortable with the compensation structure before moving forward with any services.
Background
The team at Fowler Financial Management consists of highly qualified financial experts with years of industry experience. Each advisor holds the necessary licenses and certifications to offer financial services and is dedicated to ongoing education to stay current on industry trends and developments. The firm also carefully screens each advisor with thorough background checks and adheres to strict disclosure policies to maintain the trust and confidence of clients.
Financial Advisor Disclosures to Know
As a reputable and ethical financial firm, Fowler Financial Management wants clients to be fully informed and aware of any potential risks associated with their services. Some important disclosures to know include:
- The firm may recommend certain products or investments that offer them financial incentives such as commissions or fees
- Client information may be shared within the firm for business purposes
- Fowler Financial Management may have relationships with third-party companies or brokers who may receive compensation for recommending the firm’s services
- Some investments may carry higher fees or risks, and clients should carefully consider these before making any decisions
Overall, Fowler Financial Management strives to maintain open and honest communication with clients to ensure transparency and trust at all times.