Lisa Bowers
RPO Wealth Partners · Charlotte, North Carolina
Lisa Bowers is a fee-only financial advisor at RPO Wealth Partners in Charlotte, North Carolina, who holds the CFP credential. Lisa focuses on retirement planning, tax planning and estate & legacy planning. RPO Wealth Partners reports charging fixed fees on its Form ADV.
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Specialties
Facts
| Firm | RPO Wealth Partners |
|---|---|
| Based in | Charlotte, North Carolina |
| Fee model (firm's Form ADV) | Fixed fees |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NC · CRD 7327813 |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | rpowealth.com |
| Profile |
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Questions about Lisa
Is Lisa Bowers a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Lisa holds no broker registration, and RPO Wealth Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Lisa charge for financial advice?
Lisa's firm, RPO Wealth Partners, reports charging fixed fees on its SEC Form ADV.
Where is Lisa Bowers based?
Lisa Bowers is based in Charlotte, North Carolina.
What does Lisa specialize in?
Lisa's specialties include retirement planning, tax planning, estate & legacy planning, family wealth transfer and founders (pre-exit).
What credentials does Lisa Bowers hold?
Lisa Bowers holds the CFP credential.
Is Lisa Bowers registered with the SEC?
Yes. Lisa Bowers is registered as an investment adviser representative in NC (CRD 7327813), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How do I contact Lisa Bowers?
Through Lisa's website, rpowealth.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
- RPO Wealth Partners 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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