David Lowery
Lowery Thomas · Walnut Creek, California
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.
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Specialties
Who they serve
- High earners
Facts
| Firm | Lowery Thomas |
|---|---|
| Based in | Walnut Creek, California |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $385.8M across 617 accounts |
| SEC registration | Investment adviser representative in CA · CRD 2704968 |
| Exams passed | Series 63 (1996) · Series 65 (1996) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.lowerythomas.com |
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Questions about David
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.
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
- Lowery Thomas 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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