Bowen Wealth

Investment Advisor
in Mount Pleasant, SC

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About this Advisor

John Bowen is a financial advisor based out of Mount Pleasant, South Carolina. Bowen is an advisor for Bowen Wealth. Their career trajectory has included roles at Retirement Wealth Advisors, Inc, Palmetto Benefit Group, Bowen Financial Group Dba Bowen Private Wealth, Society Of Financial Awareness and Bowen Wealth. Bowen has a Series 65 license, designating them as an investment advisor representative, and is able to operate in South Carolina. Bowen Wealth is an advisory business that has its headquarters in Mount Pleasant, SC. It controls $50 million in total assets between its 317 client accounts, placing it among the smaller financial advisory firms in the nation by assets under management. Of its 317 accounts, just 3% belong to high-net-worth investors who have at least $1 million in assets available to invest. The business performs a few services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial advisory fee schedules usually depend on which services the firm provides the client. Fees charged by Bowen Wealth most likely are comprised of asset-based and fixed fees.

Certifications and Registrations

Series 65

Years Registered*

less than 1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

497 Bramson Court Suite 102
Mount Pleasant, SC 29464

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Bowen Wealth Brokerage Details

Total Assets Under Management


SC Average: $646,059,043
Total Number of Employees


SC Average: 13
Total Number of Accounts


SC Average: 661
Average Account Size


SC Average: $977,396

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

John Bowen Work History

John has been registered as a financial advisor for 0 years.*

2021 - Present (2 years)

Bowen Wealth

2019 - Present (4 years)

Society Of Financial Awareness

2014 - Present (9 years)

Retirement Wealth Advisors, Inc

2009 - Present (14 years)

Palmetto Benefit Group

2008 - Present (15 years)

Bowen Financial Group Dba Bowen Private Wealth

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.


Please visit the SEC profile of John Bowen to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Bowen Wealth

John Bowen
Mount Pleasant, SC

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact

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