Margaret Bowen
Fee-Only Financial Planning, L.C. · Alpharetta, Georgia
Margaret Bowen is a fee-only financial advisor at Fee-Only Financial Planning, L.C. in Alpharetta, Georgia, who holds the CFP credential. Fee-Only Financial Planning, L.C. reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Fee-Only Financial Planning, L.C. |
|---|---|
| Based in | Alpharetta, Georgia |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $404.4M across 540 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in GA, SC, TX · CRD 6925010 |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | feeonlyfamily.com |
How Margaret's firm compares
- Fee-Only Financial Planning, L.C.'s average account is about $749,000, from its Form ADV (assets managed divided by 540 accounts).
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Questions about Margaret
Is Margaret Bowen a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Margaret holds no broker registration, and Fee-Only Financial Planning, L.C. reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Margaret charge for financial advice?
Margaret's firm, Fee-Only Financial Planning, L.C., reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Margaret Bowen based?
Margaret Bowen is based in Alpharetta, Georgia.
What credentials does Margaret Bowen hold?
Margaret Bowen holds the CFP credential.
Is Margaret Bowen registered with the SEC?
Yes. Margaret Bowen is registered as an investment adviser representative in GA, SC and TX (CRD 6925010), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Fee-Only Financial Planning, L.C. manage?
Fee-Only Financial Planning, L.C. reports $404.4M across 540 accounts in assets under management.
How do I contact Margaret Bowen?
Through Margaret's website, feeonlyfamily.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
- 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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