Dave Rowan
Rowan Financial LLC · Bethlehem, Pennsylvania
Dave Rowan is a fee-only financial advisor at Rowan Financial LLC in Bethlehem, Pennsylvania, who holds the CFP and MBA credentials. Dave charges a percentage of assets, a flat fee or retainer, hourly fees and a one-time planning fee (one-time plans from $1,500 and $350 an hour) and focuses on real estate investors, retirement planning and flat-fee planning.
Request an introduction to Dave →
Specialties
Who they serve
- Real estate investors
- Pre-retirees
- Retirees
- Mid-life transitions
Facts
| Firm | Rowan Financial LLC |
|---|---|
| Based in | Bethlehem, Pennsylvania |
| Fee model | Percentage of assets · Flat fee or retainer · Hourly · One-time planning fee |
| Fees (firm's website) | One-time plans from $1,500 · $350 an hour · 1% a year on the first tier of assets managed · No asset minimum |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $26.1M across 112 accounts |
| Credentials | CFP · MBA |
| SEC registration | Investment adviser representative in PA · CRD 5553570 |
| Exams passed | Series 65 (2008) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | rowanfinancial.com |
| Profile |
How Dave's firm compares
- A one-time plan starts at $1,500, below the Pennsylvania median of $1,695 for fee-only firms that publish prices.
- The hourly rate is $350, above the Pennsylvania median of $250 for fee-only firms that publish prices.
- Rowan Financial LLC's average account is about $233,000, from its Form ADV (assets managed divided by 112 accounts).
Request an introduction to Dave
Tell Dave a little about what you're looking for. Dave isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Dave
Is Dave Rowan a fee-only financial advisor?
Yes. Dave Rowan is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Dave's firm.
How does Dave charge for financial advice?
Dave charges a percentage of assets, a flat fee or retainer, hourly fees and a one-time planning fee.
How much does Dave charge?
According to Rowan Financial LLC's website, checked October 28, 2026: one-time plans from $1,500; $350 an hour; 1% a year on the first tier of assets managed; no asset minimum.
Does Dave work with clients virtually?
Yes. Rowan Financial LLC says on its website that it works with clients remotely.
Where is Dave Rowan based?
Dave Rowan is based in Bethlehem, Pennsylvania.
What does Dave specialize in?
Dave's specialties include real estate investors, retirement planning, flat-fee planning, tax planning and estate & legacy planning. Dave works with real estate investors, pre-retirees, retirees and mid-life transitions.
What credentials does Dave Rowan hold?
Dave Rowan holds the CFP and MBA credentials.
Is Dave Rowan registered with the SEC?
Yes. Dave Rowan is registered as an investment adviser representative in PA (CRD 5553570), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Rowan Financial LLC manage?
Rowan Financial LLC reports $26.1M across 112 accounts in assets under management.
How do I contact Dave Rowan?
Through Dave's website, rowanfinancial.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- Rowan Financial LLC website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
See something wrong? Request a correction. Read our methodology.