Brian Lowder
Brian D. Lowder · San Diego, California
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.
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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 | $388.1M across 643 accounts |
| Credentials | CFP · CFA |
| SEC registration | Investment adviser representative in CA · CRD 1351372 |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | bdlowder.com |
How Brian's firm compares
- Brian D. Lowder's average account is about $604,000, from its Form ADV (assets managed divided by 643 accounts).
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Questions about Brian
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- Brian D. Lowder website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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