Fee-only adviser · Richardson, TX
LD Lowe Wealth Advisory
LD Lowe Wealth Advisory is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Richardson, Texas. On its latest Form ADV, filed March 30, 2026, it reports $119M in regulatory assets under management, 264 individual clients and 2 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | SEC-registered |
|---|---|
| Firm CRD number | 136596 · SEC file 801-64775 |
| Office | 1100 East Campbell Road Suite 200 Richardson, TX 75081 |
| Phone | (972) 335-2523 |
| Website | www.ldloweplan.com |
| Regulatory assets under management | $119M |
| Individual clients | 238 non-high-net-worth, 26 high-net-worth |
| Financial planning clients | 0 |
| How it charges | Percentage of assets, Hourly, Fixed fee |
| Services | Financial planning, Portfolio management, Pension consulting |
| Employees | 8 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | March 30, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It provides financial planning services, not only portfolio management.
- It sponsors or manages a wrap fee program; ask what the bundled fee covers.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Richardson
- Guiding Wealth Management, LLC $59M
- Tuggle & Russell, L.L.C. $14M
- Sendera Wealth Advisors $17M
- Bowie Capital Management, LLC $2.8B
- Bland Garvey Wealth Advisors, LLC $241M
- Jardine Financial Group $75M
See all 7 fee-only advisers in Richardson →
Nearby
- Addison 4 firms
- Plano 36 firms
- Garland 2 firms
- Carrollton 3 firms
- Dallas 151 firms
- Allen 5 firms
- Frisco 13 firms
- The Colony 1 firm
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