Dave Fowler
Advisor at SmartPath Advisors
Updated today
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
SmartPath Advisors
Location
Fort Myers, FL
Credentials
CFP®, ChFC®
Industry experience
11 years
About
Hi, I’m David Fowler – the founder of High Mountain Financial Planning, a virtual fee-only financial planning & investment management firm. HMFP is a Registered Investment Advisory firm located in Fort Myers, Florida, and with the use of modern technology able to serve clients across the entire United States.
With almost 20 years of experience in financial services, I started HMFP with the goal of making fee-only advice from a fiduciary available to everyone – regardless of how much or how little they may have accumulated (so far).
ABOUT HMFP
High Mountain Financial Planning exists to help people live purposeful, passionate, adventure filled lives – both today and tomorrow.
Our Mission – To guide individuals and families to building a life they love – through coaching, education, and planning.
WHO I SERVE
As an avid outdoorsman (I love hiking/backpacking & trail running) and entrepreneur, I enjoy working with people who have an affinity for the Great Outdoors and/or are dealing with the many challenges associated with retirement planning. With that in mind, I work with:
• Folks near or at retirement • Outdoor Enthusiasts • Gen X
If you love being outdoors or are getting ready to step into "what's next" - you are in the right place and have found your planner!
Book a complimentary meeting to see how we can collaborate and achieve your goals at https://www.highmountainfinancial.com/free-consultation
HOW I HELP
• I help you to discover and build a plan to have freedom – money freedom, time freedom, and mental freedom • I help you identify and eliminate any gambling or speculating that may be occurring with your investments • I simplify the planning process – breaking your planning to actionable attainable steps
CERTIFICATIONS & QUALIFICATIONS
• I am a CERTIFIED FINANCIAL PLANNER™ • I have earned the Chartered Financial Consultant® (ChFC®) designation • I am independent • I am a Fee-Only financial planner • I am a Fiduciary
NEXT STEPS
• Learn more on the HMFC website - https://www.highmountainfinancial.com/ • Book a 30 minute conversation on my calendar - https://www.highmountainfinancial.com/free-consultation • send me an email - dfowler@highmountainfinancial.com
Client services
Financial planning
Expertise
General retirement planning
Demographic focus
Mid-Career Professionals
Gen X (Born 1965-1980)
Fee options
$6,000+/yr
$300+/mo
$900+/qtr
Work history
SmartPath Advisors, LLC
2024 - Present (2 years)
Blend Financial, Inc. dba Origin Financial
2022 - 2024 (2 years)
High Mountain Financial Coaching LLC
2021 - Present (5 years)
Diversified Strategies LLC
2015 - 2021 (6 years)
SELF EMPLOYED
2009 - 2021 (12 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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Shelli G
Series 66
Fort Myers, FL
Merrill
Shelli Green is a Senior Financial Advisor with Merrill Lynch Wealth Management, where she has been practicing since 2001. She specializes in developing goals-based strategies tailored for retirees and their families, focusing on helping clients pursue both their short- and long-term financial objectives. Shelli and her team employ a Goals Based Wealth Management approach that considers clients' experiences with wealth alongside their personal situations and aspirations, aiming to craft financial strategies that support meaningful outcomes and help clients stay on track over time. Shelli holds the Chartered Retirement Planning Counselor (CRPC™) designation and serves as a Senior Portfolio Advisor, managing discretionary custom investment strategies drawn from a broad selection of Merrill model and third-party portfolios. She earned her bachelor's degree from the University of Florida with a concentration in finance and economics. Committed to her community, Shelli volunteers with organizations including the Peace River Botanical & Sculpture Gardens and the United Way chapters in Charlotte and Lee Counties.
Kip H
Series 66
Fort Myers, FL
Edward Jones
Dominick C
Series 66
Ft Myers, FL
Edward Jones
Josh W
Series 66
Cape Coral, FL
Edward Jones
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