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Alex Robert Stowe

STOWE FINANCIAL PLANNING, L.L.C.·PLANO, Texas
Clean record24 years registeredSTOWE FINANCIAL PLANNING, L.L.C.
1316 VILLAGE CREEK PARKWAY, PLANO, TX 75093CRD# 4462856Firm CRD# 116084

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Alex Robert Stowe · PLANO, TX
Registration
CRD #4462856 · STOWE FINANCIAL PLANNING, L.L.C. · 24 years registered
Brand Profile
Not yet started
01

Career History

AVIOR WEALTH MANAGEMENT, LLC
Apr 2023 – present
STOWE FINANCIAL PLANNING, L.L.C.
Oct 2001 – Dec 2023
PLANO, TX
02

Registrations & Exams

Registration record
First registered · October 17, 2001
Years registered · 24
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
STOWE FINANCIAL PLANNING, L.L.C.
CRD 116084 · SEC 801-121524
AUM
$134M
Regulatory assets under management
Employees
2
300 client accounts
Services offered by STOWE FINANCIAL PLANNING, L.L.C.
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at STOWE FINANCIAL PLANNING, L.L.C. →
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05

Frequently Asked Questions

What services does Alex Robert Stowe offer?
Alex Robert Stowe specializes in Financial Planning, Investment Management. Contact their office in PLANO, Texas for a consultation.
What are Alex Robert Stowe's credentials?
Alex Robert Stowe is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Alex Robert Stowe located?
Alex Robert Stowe is based in PLANO, Texas, working with STOWE FINANCIAL PLANNING, L.L.C.. Their office serves clients in the PLANO metropolitan area and surrounding communities.
How does Alex Robert Stowe charge for services?
Alex Robert Stowe's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is STOWE FINANCIAL PLANNING, L.L.C.?
STOWE FINANCIAL PLANNING, L.L.C. has approximately 2 employees and manages $134M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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