Joshua Fowler is a CFP-designated registered investment advisor at Crew Wealth Management, based in San Luis Obispo, CA, with 3 years of industry experience. Joshua operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more.
Compensation
Firm Size
IM Fee
Fee Structure
Crew Wealth Management offers ongoing advice, plan updates, and an annual client meeting through their Annual Retainer Services for a fixed fee.
- Total Wealth Plan — $3,300 for comprehensive and ongoing financial planning and consulting services.
- Focus Plan — $2,000 for a review of income, basic budgeting, emergency funds, and one additional topic.
- Annual Retainer Services - $700 for ongoing advice, plan updates, and an annual client meeting.
- Other Financial Planning and Consulting Services — Starting at $700 and typically not exceeding $3,300, depending on the complexity of the plan or project.
Location
1266 Monterey St, San Luis Obispo, CA, 93401-3104
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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.
Learn about disclosures →Other Business Activities
Joshua operates Crew Ill Wealth Management as a DBA for his LPL business in San Luis Obispo, CA. This activity is investment-related.
Employment History
Current Registrations
Crew Wealth Management
LPL Financial LLC
LPL Financial LLCBroker
State Registrations1 state
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