John Losen
Bespoke Financial Planning, LLC · Wayne, Michigan
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.
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Specialties
Who they serve
- HENRY (High Earners, Not Rich Yet)
- Early-career professionals
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 |
| Accepting new clients | Yes |
| Assets under management | $12.8M across 173 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MI · CRD 6262952 |
| Exams passed | Series 66 (2014) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | bespokeplanning.co |
| Profile |
How John's firm compares
- A one-time plan starts at $500, below the Michigan median of $975 for fee-only firms that publish prices.
- Bespoke Financial Planning, LLC's average account is about $74,000, from its Form ADV (assets managed divided by 173 accounts).
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Questions about John
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.
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
- Bespoke Financial Planning, 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.
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