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Advisor

George Mowrey

G. Earl Mowrey & · Youngstown, Ohio

George Mowrey is a fee-only financial advisor at G. Earl Mowrey & in Youngstown, Ohio, who holds the CFP credential. G. Earl Mowrey & reports charging a percentage of assets and fixed fees on its Form ADV.

Percentage of assetsFixed fees Fee-only CFP

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Facts

FirmG. Earl Mowrey &
Based in Youngstown, Ohio
Fee model (firm's Form ADV)Percentage of assets · Fixed fees
Assets under management$41.3M across 123 accounts
CredentialsCFP
SEC registration Investment adviser representative in OH, PA, TX · CRD 1567213
Exams passedSeries 63 (1987)
Firm size2 employees
Disclosures Reported; see the SEC record
LinkedInProfile

How George's firm compares

  • G. Earl Mowrey &'s average account is about $335,000, from its Form ADV (assets managed divided by 123 accounts).

What fee-only advisors charge in Ohio

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Questions about George

Is George Mowrey a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: George holds no broker registration, and G. Earl Mowrey & reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

How does George charge for financial advice?

George's firm, G. Earl Mowrey &, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

Where is George Mowrey based?

George Mowrey is based in Youngstown, Ohio.

What credentials does George Mowrey hold?

George Mowrey holds the CFP credential.

Is George Mowrey registered with the SEC?

Yes. George Mowrey is registered as an investment adviser representative in OH, PA and TX (CRD 1567213), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.

How much does G. Earl Mowrey & manage?

G. Earl Mowrey & reports $41.3M across 123 accounts in assets under management.

How do I contact George Mowrey?

Contact details aren't on file yet. Search for G. Earl Mowrey &.

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
  • 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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