Billy Fowler
Billy Fowler is a registered investment advisor at Fowler Financial Management, based in Mckinney, TX, with 24 years of industry experience. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 38 clients with $31M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fowler Financial Management's fees are negotiated and can be based on a percentage of assets under management, a fixed fee, a percentage of net worth, or commissions from non-variable insurance products. Fees are assessed quarterly in advance and debited from client accounts. New accounts have prorated initial fees. If an account is terminated, a refund of unearned fees is provided, except if the account has not been under fee management for at least two full quarters.
Location
Mckinney, TX
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Billy has been involved in insurance sales as an independent agent since 2000. The filing does not specify the time commitment.
Employment History
Current Registrations
Fowler Financial Management
Previous Registrations
Linsco/private Ledger CORP.
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.