# David Lowery

> David Lowery is a fee-only financial advisor at Lowery Thomas in Walnut Creek, California. David focuses on tax planning, estate & legacy planning and retirement planning. Lowery Thomas reports charging a percentage of assets on its Form ADV.

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

## Facts

- **Firm:** Lowery Thomas
- **Based in:** Walnut Creek, California
- **Fee model (firm's Form ADV):** Percentage of assets
- **Assets under management (firm):** $385.8M across 617 accounts
- **Specialties:** Tax planning, Estate & legacy planning, Retirement planning, Equity compensation
- **Works with:** High earners
- **CRD:** 2704968 (https://adviserinfo.sec.gov/individual/summary/2704968)
- **SEC registration:** Investment adviser representative in CA
- **Exams passed:** Series 63 (1996), Series 65 (1996)
- **Firm size:** 6 employees
- **Disclosures:** None reported
- **Website:** http://www.lowerythomas.com

## Frequently asked questions

### Is David Lowery a fee-only financial advisor?

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

### How does David charge for financial advice?

David's firm, Lowery Thomas, reports charging a percentage of assets on its SEC Form ADV.

### Where is David Lowery based?

David Lowery is based in Walnut Creek, California.

### What does David specialize in?

David's specialties include tax planning, estate & legacy planning, retirement planning and equity compensation. David works with high earners.

### Is David Lowery registered with the SEC?

Yes. David Lowery is registered as an investment adviser representative in CA (CRD 2704968), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Lowery Thomas manage?

Lowery Thomas reports $385.8M across 617 accounts in assets under management.

### How do I contact David Lowery?

Through David's website, www.lowerythomas.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2704968): 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://www.lowerythomasllc.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.