Cynthia Bowen
Bowen Financial Services · Midlothian, Virginia
Cynthia Bowen is a fee-only financial advisor at Bowen Financial Services in Midlothian, Virginia, who holds the CFP credential. Bowen Financial Services reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Bowen Financial Services |
|---|---|
| Based in | Midlothian, Virginia |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $191.0M across 305 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in VA · CRD 7960015 |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | bowenfinancial.com |
How Cynthia's firm compares
- Bowen Financial Services's average account is about $626,000, from its Form ADV (assets managed divided by 305 accounts).
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Questions about Cynthia
Is Cynthia Bowen a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Cynthia holds no broker registration, and Bowen Financial Services reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Cynthia charge for financial advice?
Cynthia's firm, Bowen Financial Services, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Cynthia Bowen based?
Cynthia Bowen is based in Midlothian, Virginia.
What credentials does Cynthia Bowen hold?
Cynthia Bowen holds the CFP credential.
Is Cynthia Bowen registered with the SEC?
Yes. Cynthia Bowen is registered as an investment adviser representative in VA (CRD 7960015), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Bowen Financial Services manage?
Bowen Financial Services reports $191.0M across 305 accounts in assets under management.
How do I contact Cynthia Bowen?
Through Cynthia's website, bowenfinancial.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
- 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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