Alex Robert Stowe

CFP

24 Years of Experience

Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate PlanningEducation PlanningFinancial Planning & CoachingInsurance Planning

Avior Wealth Management, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

59 advisors

Number of Clients

4,385 clients

Average Client Portfolio

$1.2M average

Assets Under Management

$5.1B

Fee Structure

Financial Planning:Included in AUM fee

Location

1316 Village Creek Drive #700, Plano, TX, 75093

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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.

Employment History

Current Registrations

Avior Wealth Management, LLC

April 2023 - Present · 2 yrs 10 mos

Previous Registrations

Stowe Financial Planning, L.L.C.

October 2001 - December 2023 · 22 yrs 2 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.