David Fowler, financial advisor Hawthorne NJ

David Fowler

CRD Number: 5146297
Current Firm: Origin Investment Advisory LLC
Compensation Model: Fee Only

Hi, I'm David Fowler - the founder of High Mountain Financial Coaching, a virtual fee-only financial planning & investment management firm. HMFC is a Registered Investment Advisory Firm located near Bergen County, New Jersey in the borough of Hawthorne, and with modern technology able to serve clients across the entire United States.

 

With over 15 years of experience in financial services, I started HMFC with the goal of making fee-only advice from a fiduciary financial advisor available to everyone – regardless of how much or how little they may have accumulated (so far).

 

ABOUT HMFC

 

High Mountain Financial Coaching exists to help people live purposeful, passionate, adventure filled lives – both today and tomorrow.

 

Our Mission – To guide individuals and families to building a life they love – through coaching, education, and planning.

 

WHO I SERVE

 

As an avid outdoorsman (I love hiking/backpacking & trail running) and entrepreneur, I enjoy working with people who have an affinity for the Great Outdoors and/or are dealing with the many challenges of owing a business. With that in mind, I work with:

 

  • Outdoor Industry Professionals
  • Outdoor Enthusiasts
  • Solopreneurs

If you love the outdoors, work outdoors, or work for yourself - let's have a conversation.

 

HOW I HELP

 

  • I help you to discover and build a plan to have freedom – money freedom, time freedom, and mental freedom
  • I help you identify and eliminate any gambling or speculating that may be occurring with your investments
  • As your financial planner and coach - I simplify the planning process – breaking your planning to actionable attainable steps

 

CERTIFICATIONS & QUALIFICATIONS

 

  • I am a CERTIFIED FINANCIAL PLANNER™
  • I have earned the Chartered Financial Consultant® (ChFC®) designation
  • I am currently pursuing the Certified Kingdom Advisor® (CKA®) designation
  • I am independent
  • I am a Fee-Only financial planner
  • I am a Fiduciary

 

NEXT STEPS

 

 

 

 

 

 

 

 

 

 

 

 

 

CONTACT
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Professional Designations
Company Name Location Dates Years
Blend Financial, Inc. Dba Origin Financial San Francisco, CA Jul 2022 - Current 1
High Mountain Financial Coaching LLC Hawthorne, NJ Jan 2021 - Current 3
Self Employed Bergenfield, NJ Dec 2009 - Dec 2021 12
Diversified Strategies LLC Saddlebrook, NJ May 2015 - Feb 2021 5

David Fowler has no recent exams reported.
Contact Info for David A. Fowler
By the Numbers
  • Total Assets Under Management
    1
    MILLIONS
  • Total Number of Accounts
    133
    ACCOUNTS
  • Average Account Value
    $4,124
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, FL, GA, IA, IL, KS, MA, MI, MN, MO, NJ, NM, NY, OH, PA, RI, SC, TX, WA

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