Brent Bowen
Bowen Financial Planning · Holland, Michigan
Brent Bowen is a fee-only financial advisor at Bowen Financial Planning in Holland, Michigan. Brent charges a percentage of assets and hourly fees ($85 an hour and 0.75% a year on the first tier of assets managed).
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Facts
| Firm | Bowen Financial Planning |
|---|---|
| Based in | Holland, Michigan |
| Fee model | Percentage of assets · Hourly |
| Fees (firm's website) | $85 an hour · 0.75% a year on the first tier of assets managed · No asset minimum |
| Accepting new clients | Yes |
| Assets under management | $2.1M across 7 accounts |
| SEC registration | Investment adviser representative in MI · CRD 6345183 |
| Exams passed | Series 65 (2012) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | bowenfinancialplanning.com |
How Brent's firm compares
- The hourly rate is $85, below the US median of $300 for fee-only firms that publish prices.
- Bowen Financial Planning's average account is about $300,000, from its Form ADV (assets managed divided by 7 accounts).
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Questions about Brent
Is Brent Bowen a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Brent holds no broker registration, and Bowen Financial Planning reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Brent charge for financial advice?
Brent charges a percentage of assets and hourly fees.
How much does Brent charge?
According to Bowen Financial Planning's website, checked October 30, 2026: $85 an hour; 0.75% a year on the first tier of assets managed; no asset minimum.
Where is Brent Bowen based?
Brent Bowen is based in Holland, Michigan.
Is Brent Bowen registered with the SEC?
Yes. Brent Bowen is registered as an investment adviser representative in MI (CRD 6345183), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Bowen Financial Planning manage?
Bowen Financial Planning reports $2.1M across 7 accounts in assets under management.
How do I contact Brent Bowen?
Through Brent's website, bowenfinancialplanning.com.
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
- Bowen Financial Planning website : specialties, clients served, and fees, checked October 30, 2026
- 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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