CRD: 312552
High Mountain Financial Planning
$894.5K Total AUM
$894.5K Disc. AUM
-- 3Y CAGR
1 Employees
8 ADV. Clients
5 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Altruist
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-01-2021
- Office Locations
- 1
Office Locations
-- Fort Myers FL
About High Mountain Financial Planning
High Mountain Financial Planning is a fee-only fiduciary firm led by David A. Fowler, CFP®, ChFC®, providing virtual comprehensive financial planning and ongoing investment management. The practice specializes in serving successful outdoor enthusiasts nationwide (based in Florida), building globally diversified portfolios grounded in academic, evidence-based investing principles.
Team overview
-- AVG AGE
$894.5K AVG AUM / ADVISOR
$111.8K AVG AUM / CLIENT
5.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
5yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
DAVID ALAN FOWLER
--
- CRD
- #5146297
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $894,490 | -- |
| Non-Discretionary | $0 | -- |
| Total | $894,490 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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