Bowman Wealth Management fees
Financial planner in Smyrna, Georgia. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 31, 2026, Bowman Wealth Management (Smyrna, GA) charges $300 an hour and a flat or project fee of $1,200-$3,000 for financial planning.
- Website: bowmanwealthmanagwement.com (opens in new tab)
- Call (404) 645-2367
- Brochure (PDF) (opens in new tab)
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change.
- Hourly rate
- $300/hr
Above the Georgia median of $276; 52% of the 93 other planners in Georgia that publish an hourly rate charge less.
“The fee for a Financial Consultative Review is billed at a rate of $300 per hour.”
- Flat or project fee
- $1,200-
$3,000 Below the Georgia median of $4,125; 22% of the 78 other planners in Georgia that publish a flat or project fee charge less.
“Fees for a Basic Financial Plan range from $1,200 - $3,000.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- None stated in the brochure
- Team size
- Solo practice (one employee)
How Bowman Wealth Management bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees may be negotiable based on the nature and complexity of the services to be provided and the overall relationship with the Advisor.”
- “Research exceeding (2) two hours is billed at the hourly rate of $300.00/hour.”
- “The balance of said fee shall be invoiced upon completion of the agreed upon deliverable[s].”
About Bowman Wealth Management
- Founded: 2019 (7 years).
Firm details from Form ADV
- How the firm is paid
- Hourly fees, flat or fixed fees, and a percentage of assets under management
- Works with
- Individuals, high net worth individuals, banks, pension and profit sharing plans, charities, state and local governments, other investment advisers, insurance companies, sovereign wealth funds, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, selecting other advisers, educational seminars and workshops, and other services
- Assets managed
- $500,000
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of March 31, 2026
- CRD number
- 304718 (opens in new tab)
- Phone
- (404) 645-2367
More planners in Georgia that publish fees
- Weston Capital InsightsAlpharettaFlat up to $5,000
- Culbreth Wealth ManagementDaculaHourly $350/hr, Flat $1,500-$15,000
- Arch Financial Planning, LLCAthensHourly $150-$300/hr, Flat $500-$10,000
- The Monitor Group, Inc.MartinezQuarterly $150-$7,500/qtr
- Hunter Financial PlanningColumbusHourly $300/hr, Flat $2,500-$15,000
- Purpose Financial PlanningFayettevilleFlat $1,000-$24,000, Monthly $250-$2,000/mo
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.