Thomas Fowler
Thomas Fowler is a registered investment advisor at Osaic Wealth, INC., based in Bellevue, WA, with 56 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
14205 SE 36th ST, Suite 120, Bellevue, WA, 98006
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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
Thomas is an agent/owner at Rainier Brokerage Group selling fixed insurance, and president of Fowler Fin Group and The Fowler Financial Group, where he focuses on insurance sales and life settlement options, respectively, taking about half of his time. He also dedicates minimal time to activities such as being an elder at Crossroads Bible Church, writing articles, and public speaking.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
Intersecurities, INC.
Intersecurities, INC.Broker
The Leaders Group, INC.Broker
Princor Financial Services CorporationBroker
Cna Investor Services, INC.Broker
Cna Investor Services, INC.Broker
Allstate Enterprises Management CompanyBroker
State Registrations10 states
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.