Fowler Financial Management

Overview

Fowler Financial Management is an independent registered investment adviser organized as a corporation and owned by an individual principal. The firm focuses on serving individuals and family clients, as well as small-business relationships, through financial planning and portfolio management. It also operates as an insurance broker, and its fee mix includes asset-based fees, fixed fees, commissions and other arrangements. The firm reports it is not a multi-state adviser, does not identify as an active ESG investor, and is not positioned as a pension consultant or a capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices