John W. Bowen
Bowen Financial Services, LLC · Midlothian, Virginia
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.
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Specialties
Who they serve
- Mid-life transitions
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 | $191.0M across 305 accounts |
| Credentials | CFP · EA · CPA |
| Firm size | 3 employees |
| Website | bowenfinancial.com |
How John W.'s firm compares
- Bowen Financial Services, LLC's average account is about $626,000, from its Form ADV (assets managed divided by 305 accounts).
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Questions about John W.
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- Bowen Financial Services, 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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