# Brian Lowder

> Brian Lowder is a fee-only financial advisor at Brian D. Lowder in San Diego, California, who holds the CFP and CFA credentials. Brian charges a flat fee or retainer, hourly fees, an ongoing planning fee and a percentage of assets.

Page: https://find.wellspent.co/advisors/brian-lowder/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Brian D. Lowder
- **Based in:** San Diego, California
- **Fee model:** Flat fee or retainer; Hourly; Ongoing planning fee; Percentage of assets
- **Assets under management (firm):** $388.1M across 643 accounts
- **Credentials:** CFP, CFA
- **CRD:** 1351372 (https://adviserinfo.sec.gov/individual/summary/1351372)
- **SEC registration:** Investment adviser representative in CA
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** http://bdlowder.com

## Frequently asked questions

### Is Brian Lowder a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Brian holds no broker registration, and Brian D. Lowder reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Brian charge for financial advice?

Brian charges a flat fee or retainer, hourly fees, an ongoing planning fee and a percentage of assets.

### Where is Brian Lowder based?

Brian Lowder is based in San Diego, California.

### What credentials does Brian Lowder hold?

Brian Lowder holds the CFP and CFA credentials.

### Is Brian Lowder registered with the SEC?

Yes. Brian Lowder is registered as an investment adviser representative in CA (CRD 1351372), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Brian D. Lowder manage?

Brian D. Lowder reports $388.1M across 643 accounts in assets under management.

### How do I contact Brian Lowder?

Through Brian's website, bdlowder.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/1351372): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://bdlowder.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.