Advisor at Bowen Financial Planning LLC
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Firm
Bowen Financial Planning LLC
Location
Holland, MI
Credentials
Series 65
Industry experience
11 years
Brent Bowen is the sole advisor at Bowen Financial Planning LLC in Holland, MI, holding a Series 65 license with 11 years of industry experience. He has operated his independent firm since 2014. The firm provides fee-only financial planning and investment management for individuals, couples, and families, focusing on retirement planning, tax and estate considerations, college funding, and workplace accounts. Bowen Financial Planning uses modern portfolio theory to recommend diversified allocations primarily through low-cost ETFs, no-load mutual funds, and closed-end funds, and offers both ongoing asset management and hourly consulting services.
Based on Bowen Financial Planning LLC
$0 - $1,000,000: 0.35% annually (workplace accounts including 401ks and 403bs) > $1,000,000+: 0.25% annually (workplace accounts including 401ks and 403bs) $0 - $200,000: 0.75% annually (private accounts including IRAs) $200,000 - $500,000: 0.60% annually (private accounts including IRAs) $500,000 - $1,000,000: 0.45% annually (private accounts including IRAs) > $1,000,000+: 0.30% annually (private accounts including IRAs) $0 - $1,000,000: 0.45% annually (combined assets with at least one workplace account) > $1,000,000+: 0.30% annually (combined assets with at least one workplace account)
$90 per hour
Minimum fee: $150 annually ($37.50 each quarter) Fee-only: Hourly fees at $90 per hour billed in 10-minute increments
Holland, MI
Michigan
Bowen Financial Planning LLC
2014 - Present (12 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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