Advisor at Schwab Wealth Advisory
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Schwab Wealth Advisory
Location
Westlake, TX 76262
Credentials
CFP®, Series 63, Series 66
Industry experience
12 years
Heath Dowell is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory. His prior roles include positions at The Vanguard Group and TD Ameritrade. He maintains an inactive LLC from a past business opportunity. Schwab Wealth Advisory provides non-discretionary investment advice and wealth management services to clients enrolled in its programs, offering financial planning, trade execution, and custody services within the Charles Schwab Corporation’s integrated platform.
Based on Schwab Wealth Advisory
Account minimum: $500,000
3000 Schwab Way
Westlake, TX 76262
Texas
Schwab Wealth Advisory Inc
2025 - Present (1 year)
Charles Schwab & Co, Inc
2025 - Present (1 year)
The Vanguard Group, Inc.
2022 - 2025 (3 years)
The Vanguard Group. Inc.
2021 - 2022 (1 year)
TD Ameritrade
2017 - 2021 (4 years)
Thomson Reuters
2016 - 2017 (1 year)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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CFP®, Series 66
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Series 63, Series 65
Bedford, TX
Corporate & Institutional Services, LLC
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