AdvisorOS Directory
Claim Profile
Unclaimed Profile
MB

Margaret Eden Bowen

FEE-ONLY FINANCIAL PLANNING, L.C.·ROANOKE, Virginia
Clean recordFEE-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.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Margaret Eden Bowen is a registered financial advisor based in ROANOKE, Virginia, affiliated with FEE-ONLY FINANCIAL PLANNING, L.C.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
Introduction

Speak with Margaret

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Margaret is the right fit? Take our 2-minute quiz →

03

Firm Overview

Firm
FEE-ONLY FINANCIAL PLANNING, L.C.
FEE-ONLY FINANCIAL PLANNING, L.C.
AUM
$348M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at FEE-ONLY FINANCIAL PLANNING, L.C. →
Services
Financial planning
Portfolio management (individuals)
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: PRO BONO
Regulatory
SEC/IARD CRD# 6925010
Firm CRD# 108365
View on FINRA BrokerCheck →

Looking for a financial advisor in ROANOKE?

Browse all registered financial advisors in ROANOKE, Virginia or claim this profile if it's yours.

Browse ROANOKE AdvisorsAre you this advisor? Claim profile
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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at FEE-ONLY FINANCIAL PLANNING, L.C.

Andrew Michael Hudick
ROANOKE, VA
Anne Marie Hudick
ROANOKE, VA

More Advisors in ROANOKE, Virginia

Landon James Catron
KETTERING FINANCIAL ADVISORY GROUP, LTD·ROANOKE, VA
David M Farnum
KETTERING FINANCIAL ADVISORY GROUP, LTD·ROANOKE, VA
John Gregory Tinaglia
INVESTMENT MANAGEMENT CORPORATION·ROANOKE, VA
Michael Christopher Wingfield
ALLIANCE WEALTH STRATEGIES, LLC·ROANOKE, VA
Raymond Jay Irons
CATAWBA CAPITAL MANAGEMENT INC·ROANOKE, VA
Wade Landon Johnson
BEACON WEALTH CONSULTANTS, INC.·ROANOKE, VA

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Virginia
RICHMOND (546)ARLINGTON (217)MCLEAN (205)CHARLOTTESVILLE (198)RESTON (142)ALEXANDRIA (142)VIENNA (96)VIRGINIA BEACH (84)NORFOLK (73)FAIRFAX (58)
City Guides
RICHMOND GuideARLINGTON GuideMCLEAN GuideCHARLOTTESVILLE GuideRESTON Guide
Research
Advisor Fees in VirginiaNational Fee Analysis
Request removal of this profile