Firm
Bowen Financial Planning
Holland, Michigan
Fee-only
Bowen Financial Planning at a glance
- One of 237 fee-only firms based in Michigan in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 1 employee and 7 individual clients.
- Its average account is about $300,000 (assets it manages divided by its 7 accounts).
- Its website says it's taking new clients.
Fee-only advisors in Michigan · What fee-only advisors charge in Michigan
Facts
| Based in | Holland, Michigan |
|---|---|
| Website | bowenfinancialplanning.com |
| Phone | (616) 820-5020 |
Bowen Financial Planning fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Hourly | $85 an hour |
|---|---|
| Asset-based fee | 0.75% a year on the first tier of assets |
| Account minimum | None |
| How it charges | Percentage of assets · Hourly |
In the firm's words
"Fees for financial planning and investment advice services and consulting are $85 per hour." source
"For portfolios with values up to $200,000, the fee is calculated at an annual rate of 0.75%, payable at the end of each quarter." source
"We have no minimum asset requirements although we do typically charge a minimum annual fee of $500." source
"For portfolios with values up to $200,000, the fee is calculated at an annual rate of 0.75%, payable at the end of each quarter." source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly |
|---|---|
| Assets managed | $2 million |
| Individual clients | 7 |
| Accounts managed | 7 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | June 28, 2026 |
| SEC record | CRD 170888 |