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Billy J. Fowler (Mckinney)


Billy J. Fowler is an adviser based in Mckinney. It manages $47.79 million of regulatory assets for 106 client accounts. It has been registered with the SEC as an adviser since 2003 and has operated in the jurisdiction of Texas.

Billy J. Fowler provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.

Billy J. Fowler: assets under management

The assets under management (AUM) of Billy J. Fowler is $47.79 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 35% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $47.79 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $450.85 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Billy J. Fowler for their services and products based on a percentage of assets under management, fixed fees, and commissions. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Mckinney

The principal office where Billy J. Fowler performs its advisory services is located at 2113 Augusta, Mckinney, TX 75070, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 972-542-0800 or by fax 972-542-0801. The normal business hours are 8:30 am - 5:00 pm on Monday - Friday.


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