Firm
Bowline Financial
Grosse Pointe Woods, Michigan
Fee-only
Bowline Financial at a glance
- One of 237 fee-only firms based in Michigan in the Wellspent graph.
- 2 advisors are listed here; 1 of 2 hold the CFP.
- Its Form ADV reports 3 employees and 133 individual clients, 11 of them high net worth.
- Its average account is about $449,000 (assets it manages divided by its 143 accounts).
Fee-only advisors in Michigan · What fee-only advisors charge in Michigan
Facts
| Based in | Grosse Pointe Woods, Michigan |
|---|---|
| Website | bowlinefinancial.com |
| [email protected] | |
| Phone | (248) 327-6390 |
Bowline Financial fees
Bowline Financial doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
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 · Fixed fees |
|---|---|
| Assets managed | $64 million |
| Individual clients | 122 |
| High-net-worth clients | 11 |
| Accounts managed | 143 |
| Employees | 3 |
| Planning clients | 26-50 |
| Financial planning | Offered |
| Form ADV filed | June 4, 2026 |
| SEC record | CRD 310255 |