William Bowden
Magnus Financial Group · New York, New York
William Bowden is a fee-only financial advisor at Magnus Financial Group in New York, New York. Magnus Financial Group reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Magnus Financial Group |
|---|---|
| Based in | New York, New York |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $2.33B across 4,782 accounts |
| SEC registration | Investment adviser representative in NY · CRD 2472457 |
| Exams passed | Series 63 (1996) |
| Firm size | 24 employees |
| Disclosures | Reported; see the SEC record |
| Website | magnusfinancial.com |
How William's firm compares
- Magnus Financial Group's average account is about $486,000, from its Form ADV (assets managed divided by 4,782 accounts).
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Questions about William
Is William Bowden a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: William holds no broker registration, and Magnus Financial Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does William charge for financial advice?
William's firm, Magnus Financial Group, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is William Bowden based?
William Bowden is based in New York, New York.
Is William Bowden registered with the SEC?
Yes. William Bowden is registered as an investment adviser representative in NY (CRD 2472457), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Magnus Financial Group manage?
Magnus Financial Group reports $2.33B across 4,782 accounts in assets under management.
How do I contact William Bowden?
Through William's website, magnusfinancial.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
- Magnus Financial Group 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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