Stowe Financial Planning, LLC

Stowe Financial Planning, LLC (CRD# 116084) is a financial advisory firm headquartered in Plano, TX. They manage $55,574,116 in 54 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    56
    MILLION
  • Total Number of Accounts
    54
    ACCOUNTS
  • Average Account Value
    $1,029,150
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Stowe Financial Planning, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Roddy W. Warren
CRD#: 6250319
1316 Village Creek Parkway, Suite 700, Plano, TX 75093
89
Wealthminder
score

Roddy Warren (CRD# 6250319) is an Investment Advisor Representative working at Stowe Financial Planning, LLC in Plano, TX and has over 3 years of experience in the finance industry.

2
Alex R. Stowe
CRD#: 4462856
1316 Village Creek Parkway, Suite 700, Plano, TX 75093
87
Wealthminder
score

Alex Stowe (CRD# 4462856) is an Investment Advisor Representative working at Stowe Financial Planning, LLC in Plano, TX and has 1 year of experience in the finance industry.

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