Bowen Financial Planning LLC

Overview

Bowen Financial Planning LLC is a small, owner-operated independent registered investment adviser that focuses on financial planning and portfolio management for individuals, families and small business owners. The firm runs a fee model that combines a percentage of assets under management with hourly planning charges. Its investment approach is equity-centric, implementing most client portfolios through exchange-traded equities and ETFs as the primary building blocks, supplemented by conventional mutual funds and annuity solutions where appropriate. Bowen Financial Planning LLC does not position itself as a capital allocator or multi-state advisory platform; instead it operates as a boutique adviser delivering direct portfolio management and planning services to a limited client base. The firm is not an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices