David Fowler is a CFP, ChFC-designated registered investment advisor at Smartpath Advisors, based in Atlanta, GA, with 11 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Financial Planning & Coaching, Gen X, High Net Worth, and 4 more.
Compensation
Firm Size
IM Fee
Fee Structure
- Retirement Readiness: This service includes projections of your likelihood of achieving your financial goals. It typically occurs over two to three phone calls and includes an electronic report.
- Savings Strategy Session: This service includes a discussion of various types of savings and investment accounts. It typically occurs over one to two phone calls and does not include a formalized electronic report.
Contact
David Fowler
Location
Atlanta, GA
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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.
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David is involved with High Mountain Financial Coaching LLC dba High Mountain Financial Planning, where he provides financial planning and investment management services. He dedicates nearly full-time hours to this business, with a significant portion occurring during securities trading hours.
Employment History
Current Registrations
Smartpath Advisors
High Mountain Financial Planning
Previous Registrations
Origin Investment Advisory LLC
Diversified Strategies LLC
Spc
State Registrations2 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.
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WHO I SERVE