Bowman Wealth Management Group fees and pricing

Published fees

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

Flat or project fee

$250⁠-⁠$2,000

“Services are offered based on a flat fee between $250 and $2,000.”

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

How Bowman Wealth Management Group bills

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

• “Fees are billed quarterly in advance based on the amount of assets managed as of the close of business on the last business day of the previous quarter.”
• “For accounts opened or closed mid-billing period, fees will be prorated based on the days services are provided during the given period.”
• “The annual fee is negotiable and will be charged as a percentage of the Included Assets.”

How Bowman Wealth Management Group’s fees compare

• Its flat or project fee of $250-$2,000 is below the Pennsylvania median of $3,650. 16% of the 232 other Pennsylvania planners that publish a flat or project fee charge less.

About Bowman Wealth Management Group

• Principal: Marc Bowman
• Firm size: 2 employees.
• Registered as an adviser: 2026.

Planning areas mentioned in the brochure

• Estate planning
• 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

1.5% a year

Clients

283

Employees

2

Works with

Individuals, high net worth individuals, and other

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and pension consulting

Assets managed

$96,263,432

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

340727

Website

bowmanwmg.com (opens in new tab)

Phone

(717) 254-4646

Can advise clients in 3 states: Colorado, North Carolina, Pennsylvania

Other planners in Hershey that publish fees

• First Light WealthHershey$250/hr, $800⁠-⁠$5,000
• 100 Plus PlanningCenter Valley$1,000⁠-⁠$6,000
• 10TH Street CapitalPhiladelphia$300/hr, $3,000⁠-⁠$20,000
• 2ND Story Wealth PlannersPlymouth Meeting$400/hr, $3,000⁠-⁠$6,000
• 80 West Asset Management, LLCPittsburgh$250/hr, $2,000/yr
• A Better Way Financial, LLCAllentown$500⁠-⁠$2,399/yr

Compare all 621 planners in Pennsylvania