John Herbert
Bowline Financial · Grosse Pointe Woods, Michigan
John Herbert is a fee-only financial advisor at Bowline Financial in Grosse Pointe Woods, Michigan, who holds the CFP credential. John focuses on retirement planning, estate & legacy planning and small business owners. Bowline Financial reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- Pre-retirees
- Retirees
Facts
| Firm | Bowline Financial |
|---|---|
| Based in | Grosse Pointe Woods, Michigan |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $64.2M across 143 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in IL, MI, NC, NY, TX · CRD 6516038 |
| Exams passed | Series 63 (2015) · Series 65 (2016) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.bowlinefinancial.com |
| Profile |
How John's firm compares
- Bowline Financial's average account is about $449,000, from its Form ADV (assets managed divided by 143 accounts).
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Questions about John
Is John Herbert a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: John holds no broker registration, and Bowline Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does John charge for financial advice?
John's firm, Bowline Financial, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is John Herbert based?
John Herbert is based in Grosse Pointe Woods, Michigan.
What does John specialize in?
John's specialties include retirement planning, estate & legacy planning and small business owners. John works with pre-retirees and retirees.
What credentials does John Herbert hold?
John Herbert holds the CFP credential.
Is John Herbert registered with the SEC?
Yes. John Herbert is registered as an investment adviser representative in IL, MI, NC, NY and TX (CRD 6516038), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Bowline Financial manage?
Bowline Financial reports $64.2M across 143 accounts in assets under management.
How do I contact John Herbert?
Through John's website, www.bowlinefinancial.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
- Bowline Financial 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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