TrueAdvisor
TrueAdvisor
AS
CFP
AS
CFP

Alex Robert Stowe

Avior Wealth Management, LLC
24 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningEducation PlanningFinancial Planning & CoachingInsurance Planning
Avior Wealth Management, LLC
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
59 advisors
Number of Clients
4,385 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$5.1B

Fee Structure

Financial Planning:Included in AUM fee

Location

1316 Village Creek Drive #700, Plano, TX, 75093

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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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Employment History
Current Registrations
Avior Wealth Management, LLC
April 2023 - Present · 2 yrs 10 mos
Previous Registrations
Stowe Financial Planning, L.L.C.
October 2001 - December 2023 · 22 yrs 2 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.