Bowline Financial, LLC fees and pricing
Financial planner in Grosse Pointe Woods, Michigan. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated June 4, 2026, Bowline Financial, LLC charges a flat or project fee of $25,000 and an annual fee of $1,200 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed June 4, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $25,000
“Bowline Financial charges a negotiated annual fixed fee starting at $1,200 for a very basic financial plan, while not exceeding $25,000 for the most complex plans.”
- Annual fee
- $1,200/yr
From the same sentence as above.
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Bowline Financial, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The total amount is due in full upon completion of services rendered and/or the delivery of the completed financial plan.”
- “The management fees will be prorated for the billing period in which the termination notice is given and any unearned fees will be refunded to the client, if applicable.”
- “Unless negotiated otherwise, the fee is charged in advance and calculated based on the beginning account balance for the chargeable period.”
How Bowline Financial, LLC’s fees compare
- Its flat or project fee of $25,000 is above the Michigan median of $3,250. 98% of the 137 other Michigan planners that publish a flat or project fee charge less.
- Its annual fee of $1,200 is below the Michigan median of $6,000. 8% of the 37 other Michigan planners that publish an annual fee charge less.
About Bowline Financial, LLC
“At Bowline Financial, we design our financial planning process to help our clients stay focused on achieving their goals and objectives.”
- Firm size: 3 employees.
- Registered as an adviser: 2020 (6 years).
Planning areas mentioned in the brochure
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1% a year
- Clients
- 133
- Employees
- 3
- Works with
- Individuals, high net worth individuals, and pension and profit sharing plans
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, and selecting other advisers
- Assets managed
- $64,243,160
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 310255
- Phone
- (248) 327-6390
Can advise clients in 5 states: Illinois, Michigan, North Carolina, New York, Texas
Other planners in Michigan that publish fees
- 320 Life Financial PlanningHolland$250/hr
- 46 and 2 Investment Advisors, LLCTraverse City$200/hr
- 4Square Advisory Services, Inc.Fenton$150/hr, Up to $1,500
- A B L E Wealth Management Solutions LLCAnn Arbor$400/hr, $500
- Advance Wealth Management Service, LLCGrand Rapids$300/hr, $5,000
- Advisory Advocates LLCGrand Rapids$250-$1,500
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.