CG
CFP
CG
CFP

Craig Gower

20 Years of Experience
Malvern, PA
Broker

Craig Gower is a CFP-designated registered investment advisor at Vanguard Advisers, INC., based in Malvern, PA, with 20 years of industry experience. Craig operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 817,328 clients with $300B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2210 advisors
IM Fee
Planning only
Assets Under Management
$300.4B

Fee Structure

Vanguard Situational Advisor offers a one-time financial plan consultation for a fee:

  • New Model: $250, potentially paid by the participant, the plan sponsor, or a combination of both.
  • Legacy Model:
    • $250 for participants with $50,000 to $500,000 in total Vanguard assets.
    • $1,000 for participants with less than $50,000 in total Vanguard assets. Fee waivers are available for participants with over $500,000 in total Vanguard assets or who are over age 55.
One-Time Plan:$250 - $1,000
Loading...

Location

100 Vanguard Blvd, Malvern, PA, 19355

Get directions

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.

Learn about disclosures →
Other Business Activities

Craig owns rental property in Ambler, PA since 2019, but dedicates minimal time to it. He also serves as an officer in the Army National Guard since 2007, with varying time commitments.

Employment History
Current Registrations
Vanguard Advisers, INC.
August 2017 - Present · 8 yrs 9 mos
Vanguard Marketing Corporation
May 2005 - Present · 21 yrs
Vanguard Marketing CorporationBroker
May 2005 - Present · 21 yrs
State Registrations2 states
PATX
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.