Bowen Financial Planning LLC fees and pricing
Financial planner in Holland, Michigan. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated June 28, 2026, Bowen Financial Planning LLC charges $90 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed June 28, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $90/hr
“Fees for financial planning and investment advice services and consulting are $90 per hour.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Bowen Financial Planning LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Asset management fees are prorated for quarters with partial management.”
- “Clients may pay the asset management fees by check made out to Bowen Financial Planning LLC and sent to 2901 Red Alder Drive, Holland, MI 49424.”
- “Hourly fees are billed in ten-minute increments.”
How Bowen Financial Planning LLC’s fees compare
- Its hourly rate of $90 is below the Michigan median of $250. 2% of the 170 other Michigan planners that publish an hourly rate charge less.
- None of the 7 other planners in Holland that publish an hourly rate charge less.
About Bowen Financial Planning LLC
“Bowen Financial Planning LLC was launched in 2014 to provide confidential and personalized financial planning and investment management to people at all stages of life. We think that this is the most objective way to provide financial advice and investment management.”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2014 (12 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College planning
Firm details from Form ADV
- How the firm is paid
- Hourly fees, percentage of assets under management
- Charges a % of assets
- Yes
- Minimum
- $150 minimum fee (stated in brochure)
- Clients
- 7
- Employees
- 1
- Works with
- Individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $2,100,000
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 170888
- Phone
- (616) 820-5020
Other planners in Holland that publish fees
- 320 Life Financial PlanningHolland$250/hr
- Advisory Alpha, LLCHolland$50-$400/hr
- Captrust Wealth AdvisorsHolland$1,500-$20,000/yr
- DB & C Advisors, LLCHolland$220/hr
- LVZ, Inc.Holland$400/hr, $250/qtr
- Magna AdvisorsHolland$350/hr, $3,000
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.