# John Losen

> John Losen is a fee-only financial advisor at Bespoke Financial Planning, LLC in Wayne, Michigan, who holds the CFP credential. John charges an ongoing planning fee (one-time plans from $500) and focuses on estate & legacy planning and retirement planning.

Page: https://find.wellspent.co/advisors/john-losen/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Bespoke Financial Planning, LLC
- **Based in:** Wayne, Michigan
- **Fee model:** Ongoing planning fee
- **Fees (firm's website):** one-time plans from $500
- **Works virtually:** Yes (firm's website)
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $12.8M across 173 accounts
- **Credentials:** CFP
- **Specialties:** Estate & legacy planning, Retirement planning
- **Works with:** HENRY (High Earners, Not Rich Yet), Early-career professionals
- **CRD:** 6262952 (https://adviserinfo.sec.gov/individual/summary/6262952)
- **SEC registration:** Investment adviser representative in MI
- **Exams passed:** Series 66 (2014)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** http://bespokeplanning.co

## Frequently asked questions

### Is John Losen a fee-only financial advisor?

Yes. John Losen 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 John's firm.

### How does John charge for financial advice?

John charges an ongoing planning fee.

### How much does John charge?

According to Bespoke Financial Planning, LLC's website, checked October 28, 2026: one-time plans from $500.

### Does John work with clients virtually?

Yes. Bespoke Financial Planning, LLC says on its website that it works with clients remotely.

### Where is John Losen based?

John Losen is based in Wayne, Michigan.

### What does John specialize in?

John's specialties include estate & legacy planning and retirement planning. John works with HENRY (High Earners, Not Rich Yet) and early-career professionals.

### What credentials does John Losen hold?

John Losen holds the CFP credential.

### Is John Losen registered with the SEC?

Yes. John Losen is registered as an investment adviser representative in MI (CRD 6262952), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Bespoke Financial Planning, LLC manage?

Bespoke Financial Planning, LLC reports $12.8M across 173 accounts in assets under management.

### How do I contact John Losen?

Through John's website, bespokeplanning.co.

## Sources

- XY Planning Network directory listing (https://www.xyplanningnetwork.com/find-an-advisor/john-losen-10597): XYPN members are fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://www.bespokeplanning.co/): specialties, clients served, and fees, checked October 28, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.