Bowen Asset Management LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 12, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$200⁠-⁠$500/hr

“(i) the client wishes financial planning advice and consulting and/or (ii) the client wishes portfolio structure advice and consulting Hourly rate (ranging from $200 to $500 per hour).”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Bowen Asset Management LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Fees are billed at the beginning of each calendar monthly and are based upon account value on the last day of the previous month.”
• “Bills may be in arrears or in advance depending upon the terms of the client contract with us.”
• “If an advisory contract is terminated before the end of a billing cycle, fees will be prorated to the date of termination and any unearned portion or prepaid fees will be credited or refunded to the client.”

How Bowen Asset Management LLC’s fees compare

• Its hourly rate of $200-$500 spans the Pennsylvania median of $250. 74% of the 267 other Pennsylvania planners that publish an hourly rate charge less.
• 5 of the 7 other planners in West Chester that publish an hourly rate charge less.

About Bowen Asset Management LLC

• Firm size: 2 employees.
• Registered as an adviser: 2012 (14 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

3% a year

Clients

39

Employees

2

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$16,679,796

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

165083

Website

bowenasset.com (opens in new tab)

Phone

(610) 793-1001

Other planners in West Chester that publish fees

• Asbury CapitalWest Chester$250/hr, $500⁠-⁠$1,500
• Ballast Financial Advisors, LLCWest Chester$500/hr, $10,000
• Financial CoachWest Chester$2,500/yr
• Locus Wealth ManagementWest Chester$350/hr, $3,000⁠-⁠$15,000
• Market Street Wealth ManagementWest Chester$50⁠-⁠$100/mo
• Old Security GroupWest Chester$500⁠-⁠$5,000

Compare all 16 planners in West Chester