David Fowler is a CFP, ChFC-designated registered investment advisor at Facet, based in Wind Gap, PA, 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, Education Planning, Estate Planning, Financial Planning & Coaching, and 7 more. Their firm serves 14,741 clients with $7.6B in assets under management.
Compensation
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Facet Wealth includes investment management at no extra charge as part of your financial planning membership. Because the investment management is bundled into your flat annual membership fee, you do not pay a separate percentage of your portfolio value to have your investments managed.
Contact
David Fowler
Location
Wind Gap, PA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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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
Facet
Previous Registrations
Smartpath Advisors
Origin Investment Advisory LLC
High Mountain Financial Planning
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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