Bowen Financial Planning LLC

Overview

Bowen Financial Planning LLC is a small, owner-operated independent registered investment adviser that focuses on individual and family clients. The firm provides financial planning and portfolio management services, including work with small-business owners. Its fee model combines asset-based fees and hourly billing, indicating a mix of ongoing advisory relationships and project-based engagements. Bowen does not position itself as a capital allocator, and it is not identified as an active ESG investor or a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices