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Brian Fowles

26 Years of Experience
Westlake, OH

Brian Fowles is a registered investment advisor at Stratos Wealth Advisors LLC, based in Westlake, OH, with 26 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Education Planning, Estate Planning, and 6 more. Their firm serves 5,023 clients with $5.6B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
71 advisors
Number of Clients
5,023 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$5.6B

Fee Structure

Minimum Investment:$10K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Maximum annual advisory fee is 2.0% for advisor-managed non-wrap accounts. Fees are negotiable and vary by program, custodian, and investment representative.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

27865 Clemens Rd, Suite 4, Westlake, OH, 44145

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Brian is a Managing Partner/Wealth Advisor at Century Wealth Partners, a Registered Investment Advisor DBA, dedicating full-time hours. He also owns Brian Fowles LLC, created to collect fee revenue from Stratos Wealth Advisors.

Employment History
Current Registrations
Stratos Wealth Advisors LLC
January 2019 - Present · 7 yrs 9 mos
Previous Registrations
Financial Engines Advisors L.L.C.
November 2016 - February 2019 · 2 yrs 3 mos
Financial Engines Advisor Center, LLC
July 2015 - November 2016 · 1 yr 4 mos
The Mutual Fund Store
November 2011 - September 2015 · 3 yrs 10 mos
The Mutual Fund Store
May 2005 - November 2011 · 6 yrs 6 mos
Charles Schwab & CO., INC.
January 2000 - January 2005 · 5 yrs
State Registrations2 states
OHTX
Advisor

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.

Exams
No exam information available for this advisor.
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