David Alan Fowler

Employer firm

Facet CRD 285961

$7.60B regulatory AUM 2,521 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2015 → 02/2021
  Diversified Strategies Llc
  Saddlebrook, NJ
• 12/2009 → 12/2021
  Self Employed
  Bergenfield, NJ
• 01/2021 → 07/2026
  High Mountain Financial Coaching Llc
  Fort Myers, FL
• 07/2022 → 06/2024
  Blend Financial, Inc. Dba Origin Financial
  San Francisco, CA
• 06/2024 → 07/2026
  Smartpath Advisors, Llc
  Atlanta, GA
• 07/2026 → Present
  Facet
  West Palm Beach, FL

Previous Registrations

• 2024-07-09 → 2026-07-21
  Smartpath Advisors
  Atlanta, GA
  Fort Myers, FL
• 2021-02-17 → 2026-07-13
  High Mountain Financial Planning
  Fort Myers, FL
• 2022-07-27 → 2024-06-27
  Origin Investment Advisory Llc
  Hawthorne, NJ
  Sarasota, FL
• 2015-05-12 → 2021-02-22
  Diversified Strategies Llc
  Saddle Brook, NJ
• 2009-04-16 → 2009-11-04
  Spc
  Bergenfield, NJ

Designations

• Certified Financial Planner
• Chartered Financial Consultant

Other Names

• David A Fowler