F
Fowler Wealth Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$20,917,251
Clients
40
13% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
40
HighAverage account size
$522,931
About
Fowler Wealth Management is a state-registered independent investment adviser established in 2024 that manages approximately $20.9 million for about 40 clients. The firm provides fee-based, discretionary portfolio management and related financial planning services to individuals, trusts, estates, charitable organizations and business entities.
The adviser combines a tactical allocation approach with fundamental analysis to construct and adjust portfolios, using exchange-listed securities, ETFs, mutual funds, corporate and government debt, and cash positions as potential hedges. Strategies include both long-term holdings and shorter-term trades, and the firm may recommend specific stocks to alter sector weightings or enhance dividend potential.
Notable features include that nearly all reported assets are managed on a discretionary basis, the firm does not accept commission-based compensation from product providers, and it does not vote client proxies (clients retain voting authority). The firm operates as a single-advisor practice, does not impose an account minimum, and generally directs clients to Charles Schwab as the qualified custodian for brokerage and custody.
Client services
Portfolio management
Expertise
Active portfolio management
Fee options
$0 - $999,999: 1.25% $1,000,000 - $2,999,999: 1.00% $3,000,000+: 0.75%
Fee-only: Annual management fee payable quarterly in advance, based on AUM per tiered schedule
Main office location
Fowler Wealth Management
144 W Main Street
Lake City SC 29560, United States
Number of offices
1
Most active in
Fowler Wealth Management has reported serving >5 clients in these states in the last 12 months.
South Carolina
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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