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Clifford Fowler Jr.

Advisor at Life Advisors Financial Planning and Wealth Management, LLC

Updated today

Firm

Life Advisors Financial Planning and Wealth Management, LLC

Location

Munfordville, KY 42765

Credentials

PFS™

Industry experience

16 years

About

Clifford Fowler is a Personal Financial Specialist (PFS™) with 16 years of experience at Life Advisors Financial Planning and Wealth Management, LLC. He is also a certified public accountant and managing partner at Fowler Durham CPAs & Advisors, PLLC, where he has been involved since 2002, currently serving in a part-time administrative capacity. Additionally, he manages Green River Accounting & Tax Solutions, a tax preparation firm. Life Advisors Financial Planning and Wealth Management is a small, two-advisor supported firm serving individuals, qualified retirement plans, trusts, charitable organizations, corporations, and small businesses. The firm employs a buy-and-hold investment approach grounded in Modern Portfolio Theory, focusing on strategic asset allocation with portfolios primarily composed of low-cost mutual funds and active ETFs.

Client services

Based on Life Advisors Financial Planning and Wealth Management, LLC

Financial planning Portfolio management Preparation of tax returns

Expertise

Based on Life Advisors Financial Planning and Wealth Management, LLC

General retirement planning Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Cash flow / budgeting Income planning

Fee options

Fixed

Typically ranges from $500 to $7,500 depending on client circumstances

Percentage

$0 - $50,000: 2% $50,001 - $250,000: 1.25% $250,001 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.90% $2,000,001 - $3,000,000: 0.80% $3,000,001 - $4,000,000: 0.70% $4,000,001 - $5,000,000: 0.60% $5,000,001 - $10,000,000: 0.50% $10,000,001+: 0.40%

Project-based

$125 to $225 per hour depending on nature and complexity

Other

Fee-only: Hourly fees ranging from $125 to $225 per hour; Fixed fees ranging from $500 to $7,500 depending on client circumstances

Location

110 East Union Street

Munfordville, KY 42765

Most active in

Kentucky

Work history

Green River Accounting & Tax Solutions LLC d/b/a Green River CPA

2020 - Present (6 years)

Life Advisors Financial Planning and Wealth Management, LLC

2008 - Present (18 years)

Fowler Durham CPA's & Advisors, PLLC

2002 - Present (24 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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