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Margaret Eden Bowen

FEE-ONLY FINANCIAL PLANNING, L.C.·ROANOKE, Virginia
Clean record7 years registeredFEE-ONLY FINANCIAL PLANNING, L.C.
355 CAMPBELL AVENUE SW, ROANOKE, VA 24016CRD# 6925010Firm CRD# 108365

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Margaret Eden Bowen · ROANOKE, VA
Registration
CRD #6925010 · FEE-ONLY FINANCIAL PLANNING, L.C. · 7 years registered
Brand Profile
Not yet started
01

Career History

FEE-ONLY FINANCIAL PLANNING, L.C.
Aug 2019 – present
02

Registrations & Exams

Registration record
First registered · August 15, 2019
Years registered · 7
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
FEE-ONLY FINANCIAL PLANNING, L.C.
CRD 108365 · SEC 801-60251
AUM
$348M
Regulatory assets under management
Employees
3
516 client accounts
Services offered by FEE-ONLY FINANCIAL PLANNING, L.C.
Per Form ADV
Financial planning
Portfolio management (individuals)
Charitable organization or education services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
View all advisors at FEE-ONLY FINANCIAL PLANNING, L.C. →
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05

Frequently Asked Questions

What services does Margaret Eden Bowen offer?
Margaret Eden Bowen specializes in Financial Planning, Investment Management. Contact their office in ROANOKE, Virginia for a consultation.
What are Margaret Eden Bowen's credentials?
Margaret Eden Bowen is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Margaret Eden Bowen located?
Margaret Eden Bowen is based in ROANOKE, Virginia, working with FEE-ONLY FINANCIAL PLANNING, L.C.. Their office serves clients in the ROANOKE metropolitan area and surrounding communities.
How does Margaret Eden Bowen charge for services?
Margaret Eden Bowen's firm is compensated through percentage of aum, hourly charges, subscription fees, other: pro bono. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FEE-ONLY FINANCIAL PLANNING, L.C.?
FEE-ONLY FINANCIAL PLANNING, L.C. has approximately 3 employees and manages $348M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at FEE-ONLY FINANCIAL PLANNING, L.C.

Andrew Michael Hudick
ROANOKE, VA
Anne Marie Hudick
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