# John W. Bowen

> John W. Bowen is a fee-only financial advisor at Bowen Financial Services, LLC in Midlothian, Virginia, who holds the CFP, EA and CPA credentials. John W. focuses on tax planning, retirement planning and estate & legacy planning. Bowen Financial Services, LLC reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Bowen Financial Services, LLC
- **Based in:** Midlothian, Virginia
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $191.0M across 305 accounts
- **Credentials:** CFP, EA, CPA
- **Specialties:** Tax planning, Retirement planning, Estate & legacy planning, Divorce financial planning, Pension planning, Equity compensation
- **Works with:** Mid-life transitions
- **Firm size:** 3 employees
- **Website:** http://bowenfinancial.com

## Frequently asked questions

### Is John W. Bowen a fee-only financial advisor?

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

### How does John W. charge for financial advice?

John W.'s firm, Bowen Financial Services, LLC, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is John W. Bowen based?

John W. Bowen is based in Midlothian, Virginia.

### What does John W. specialize in?

John W.'s specialties include tax planning, retirement planning, estate & legacy planning, divorce financial planning, pension planning and equity compensation. John W. works with mid-life transitions.

### What credentials does John W. Bowen hold?

John W. Bowen holds the CFP, EA and CPA credentials.

### How much does Bowen Financial Services, LLC manage?

Bowen Financial Services, LLC reports $191.0M across 305 accounts in assets under management.

### How do I contact John W. Bowen?

Through John W.'s website, bowenfinancial.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/245): NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://bowenfinancial.com/): 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.