David Alan Fowler
Investment adviser representative at Facet
17 yearsExperience
2 statesRegistered in
CFP® certification, ChFC®Designations
$8.7BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Fixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
17 years in the industry.
- FacetJul 2026 to now
- Smartpath Advisors, LLCJun 2024 to Jul 2026
- Blend Financial, Inc. dba Origin FinancialJul 2022 to Jun 2024
- High Mountain Financial Coaching LLCJan 2021 to Jul 2026
- Diversified Strategies LLCMay 2015 to Feb 2021
- Self EmployedDec 2009 to Dec 2021
Designations
- CFP® certification
- ChFC®
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 2 states (PA, TX).
Facet
Legal name: Facet Wealth, Inc
$8.7BAssets managed
16,053Clients
94Advisers
9 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5146297
- Firm CRD
- 285961