Fowler Tax Advisors LLC

Fowler Tax Advisors LLC serves individuals, high net worth individuals, trusts, and business entities, with a client base concentrated among high-net-worth clients. The firm provides tax consulting and tax preparation for separate fees and, rather than offering in‑house portfolio management, acts as a referral source for investment advisory services.

Under a promoter agreement, Fowler refers clients who request investment advisory services to J.P. Morgan Private Wealth Advisors; clients execute separate advisory agreements with that third‑party manager and receive investment management directly from J.P. Morgan. Fowler does not manage or custody client assets and does not charge percentage‑of‑assets (AUM) advisory fees; it conducts an annual review of J.P. Morgan‑managed accounts and may suggest alternative managers if performance or suitability concerns arise.

What distinguishes Fowler from most supported firms is its role as an affiliated CPA practice — principals are licensed CPAs (and one holds a Personal Financial Specialist designation) and are also affiliated with RGF Tax Consulting and related entities — combining ongoing tax services with a referral model for investment advice. The firm discloses that it receives referral compensation from the third‑party manager and maintains policies and disclosures intended to address conflicts between its tax practice and its advisory referral activities; it operates as a small, two‑advisor practice serving roughly 25 clients.