Stowe Financial Planning, LLC

Stowe Financial Planning, LLC (CRD# 116084) is a financial advisory firm headquartered in Plano, TX. They manage $72,000,000 in 280 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    72
    MILLION
  • Total Number of Accounts
    280
    ACCOUNTS
  • Average Account Value
    $257,143
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
93
Wealthminder
score

Roddy Warren (CRD# 6250319) is an Investment Advisor Representative working at Stowe Financial Planning, LLC in Plano, TX and has over 4 years of experience in the finance industry. Roddy Warren has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Alex R. Stowe
CRD#: 4462856
1316 Village Creek Parkway, Suite 700, Plano, TX 75093
90
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. Alex Stowe has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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