Advisor at Safe Harbor Retirement Planners
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Safe Harbor Retirement Planners
Location
Abingdon, MD
Credentials
CFP®, Series 63, Series 65
Industry experience
39 years
Gregory Bowser is a CFP® with 39 years of industry experience, currently serving at Safe Harbor Retirement Planners and Safe Harbor Financial Group LLC. He has worked at Safe Harbor Financial Group since 2007 and at Asset Management Services, Inc. since 1997. Outside of advisory work, he also acts as an insurance agent with Safe Harbor Financial Group. Safe Harbor Retirement Planners provides discretionary asset management, financial planning, and administrative services to individual and high-net-worth clients, as well as advisory services to retirement plans. The firm’s investment approach emphasizes global diversification using low-cost index ETFs and selected individual stocks, with portfolios managed primarily on a discretionary basis.
Based on Safe Harbor Retirement Planners
Based on Safe Harbor Retirement Planners
$0 - $199,999: 1.00% annually (0.25% quarterly) $0 - $500,000: 0.90% annually (0.1750% quarterly) $500,001 - $10,000,000: 0.50% annually (0.1250% quarterly) $10,000,001+: Negotiable
$250 per hour for financial planning services
Account minimum: $200,000 Fee-only: Financial planning hourly fee: $250 per hour; Financial plans priced per complexity with estimated plan fee provided; fees paid in installments
Abingdon, MD
Delaware · Florida · Maryland · New Jersey · Pennsylvania
Cruisin the Bay Tours LLC
2025 - Present (1 year)
Safe Harbor Financial Group LLC
2007 - Present (19 years)
Asset Management Services, Inc.
1997 - Present (29 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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