BF
BF

Brian Paul Fowles

25 Years of Experience
Areas of Practice
Retirement PlanningFinancial Planning & CoachingEducation PlanningEstate PlanningTax PlanningInsurance PlanningBusiness Owners
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
71 advisors
Number of Clients
4,979 clients
Average Client Portfolio
$985K average
Assets Under Management
$4.9B

Fee Structure

Minimum Investment:$10K
Loading...

Location

27865 Clemens Rd, Suite 4, Westlake, OH, 44145

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business Activities

Brian is a Managing Partner/Wealth Advisor at Century Wealth Partners, a Registered Investment Advisor DBA, dedicating full-time hours. He also owns Brian Fowles LLC, created to collect fee revenue from Stratos Wealth Advisors.

Employment History
Current Registrations
Stratos Wealth Advisors LLC
January 2019 - Present · 7 yrs 1 mo
Previous Registrations
Financial Engines Advisors L.L.C.
November 2016 - February 2019 · 2 yrs 3 mos
Financial Engines Advisor Center, LLC
July 2015 - November 2016 · 1 yr 4 mos
The Mutual Fund Store
November 2011 - September 2015 · 3 yrs 10 mos
The Mutual Fund Store
May 2005 - November 2011 · 6 yrs 6 mos
Charles Schwab & CO., INC.
January 2000 - January 2005 · 5 yrs
State Registrations2 states
OHTX
Advisor
Exams
No exam information available for this advisor.
Brian Paul Fowles - Financial Advisor | TrueAdvisor