W Wellspent Public advisor graph
Wellspent public graph/Advisors/Eden Bowen
Advisor

Eden Bowen

Fee-Only Financial Planning, L.C. · Okatie, South Carolina

Eden Bowen is a fee-only financial advisor at Fee-Only Financial Planning, L.C. in Okatie, South Carolina, who holds the CFP and MS credentials. Eden focuses on small business owners. Fee-Only Financial Planning, L.C. reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Percentage of assetsHourlyFixed fees Fee-only CFPMS

Request an introduction to Eden →

Specialties

Facts

FirmFee-Only Financial Planning, L.C.
Based in Okatie, South Carolina
Fee model (firm's Form ADV)Percentage of assets · Hourly · Fixed fees
Assets under management$404.4M across 540 accounts
CredentialsCFP · MS
Firm size3 employees
Websitefeeonlyfamily.com

How Eden's firm compares

  • Fee-Only Financial Planning, L.C.'s average account is about $749,000, from its Form ADV (assets managed divided by 540 accounts).

What fee-only advisors charge in South Carolina

Request an introduction to Eden

Tell Eden a little about what you're looking for. Eden 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 Eden

Is Eden Bowen a fee-only financial advisor?

Yes. Eden Bowen is listed in the NAPFA directory (NAPFA admits only fee-only advisors).

How does Eden charge for financial advice?

Eden's firm, Fee-Only Financial Planning, L.C., reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

Where is Eden Bowen based?

Eden Bowen is based in Okatie, South Carolina.

What does Eden specialize in?

Eden's specialties include small business owners.

What credentials does Eden Bowen hold?

Eden Bowen holds the CFP and MS credentials.

How much does Fee-Only Financial Planning, L.C. manage?

Fee-Only Financial Planning, L.C. reports $404.4M across 540 accounts in assets under management.

How do I contact Eden Bowen?

Through Eden's website, feeonlyfamily.com.

What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms

Where this information comes from

See something wrong? Request a correction. Read our methodology.