Fred Lowry
Brightpath Wealth Advisors · Raleigh, North Carolina
Fred Lowry is a fee-only financial advisor at Brightpath Wealth Advisors in Raleigh, North Carolina. Brightpath Wealth Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
Request an introduction to Fred →
Facts
| Firm | Brightpath Wealth Advisors |
|---|---|
| Based in | Raleigh, North Carolina |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $69.6M across 302 accounts |
| SEC registration | Investment adviser representative in NC · CRD 7354612 |
| Exams passed | Series 65 (2021) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.brightpathgroup.com |
How Fred's firm compares
- Brightpath Wealth Advisors's average account is about $231,000, from its Form ADV (assets managed divided by 302 accounts).
Request an introduction to Fred
Tell Fred a little about what you're looking for. Fred isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Fred
Is Fred Lowry a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Fred holds no broker registration, and Brightpath Wealth Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Fred charge for financial advice?
Fred's firm, Brightpath Wealth Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Fred Lowry based?
Fred Lowry is based in Raleigh, North Carolina.
Is Fred Lowry registered with the SEC?
Yes. Fred Lowry is registered as an investment adviser representative in NC (CRD 7354612), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Brightpath Wealth Advisors manage?
Brightpath Wealth Advisors reports $69.6M across 302 accounts in assets under management.
How do I contact Fred Lowry?
Through Fred's website, www.brightpathgroup.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Raleigh
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
- 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.
See something wrong? Request a correction. Read our methodology.