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Jarrod Fowler

Advice and Planning Services
29 Years of Experience
Frisco, TX
2 DisclosuresBroker
View SEC Summary
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Jarrod Fowler is a registered investment advisor at Advice and Planning Services, based in Frisco, TX, with 29 years of industry experience. Jarrod is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, Investment Management, Retirement Planning. Their firm serves 72,503 clients with $38B in assets under management.

Advice and Planning Services
Compensation
Fee-Only (% of Portfolio)
Firm Size
1692 advisors
Number of Clients
72,503 clients
Average Client Portfolio
$523K average
Assets Under Management
$37.9B

Fee Structure

Minimum Investment:$5K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.15%

Rates vary by managed account program. TIAA Portfolio Advisor uses a tiered schedule ranging from 1.15% down to 0.40% annually. Private Asset Management ranges from 0.90% down to 0.40% for blended portfolios plus transaction costs, and 0.15% for fixed income portfolios plus transaction costs.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

3965 Dallas Parkway, Frisco TRAC, Frisco, TX, 75034

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
August 2005
Denied
Criminal
July 1994
Final Disposition
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Jarrod is a partner/owner of JA Partners, which owns a rental property since 2020. He dedicates minimal time to this investment-related activity.

Employment History
Current Registrations
Advice and Planning Services
September 2005 - Present · 21 yrs 1 mo
Tiaa-Cref Individual & Institutional Services, LLC
September 2005 - Present · 21 yrs 1 mo
Tiaa-Cref Individual & Institutional Services, LLCBroker
September 2005 - Present · 21 yrs 1 mo
Previous Registrations
Chase Investment Services CORP.
March 2001 - August 2005 · 4 yrs 5 mos
Chase Investment Services CORP.Broker
March 2001 - August 2005 · 4 yrs 5 mos
First Avantus Securities, INC.Broker
December 2000 - February 2001 · 2 mos
The Avantus Group, INC.Broker
October 1996 - December 2000 · 4 yrs 2 mos
State Registrations26 states
AKARAZCACOFLIAIDKSLAMAMOMTNCNDNENMNVNYOKORSDTXUTWAWY
AdvisorBrokerBoth

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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