Zack Bowen
Bowen Asset Management · West Chester, Pennsylvania
Zack Bowen is a fee-only financial advisor at Bowen Asset Management in West Chester, Pennsylvania. Bowen Asset Management reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | Bowen Asset Management |
|---|---|
| Based in | West Chester, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Accepting new clients | Yes |
| Assets under management | $16.7M across 99 accounts |
| SEC registration | Investment adviser representative in PA · CRD 1090224 |
| Exams passed | Series 63 (1983) · Series 65 (2012) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | bowenasset.com |
How Zack's firm compares
- Bowen Asset Management's average account is about $168,000, from its Form ADV (assets managed divided by 99 accounts).
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Questions about Zack
Is Zack Bowen a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Zack holds no broker registration, and Bowen Asset Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Zack charge for financial advice?
Zack's firm, Bowen Asset Management, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Zack Bowen based?
Zack Bowen is based in West Chester, Pennsylvania.
Is Zack Bowen registered with the SEC?
Yes. Zack Bowen is registered as an investment adviser representative in PA (CRD 1090224), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Bowen Asset Management manage?
Bowen Asset Management reports $16.7M across 99 accounts in assets under management.
How do I contact Zack Bowen?
Through Zack's website, bowenasset.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
- Bowen Asset Management 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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