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Margaret Eden Bowen

Fee-Only Financial Planning, L.C.

Alpharetta, GA

Okatie, SC

CRD 6925010

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Employer firm

Fee-Only Financial Planning, L.c. CRD 108365

$404M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Fee-Only Financial Planning, L.C.

Okatie, SC • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2022-02-08
SC RA APPROVED 2022-01-04
TX RA APPROVED 2022-01-04
  • GA RA
    APPROVED
    Since 2022-02-08
  • SC RA
    APPROVED
    Since 2022-01-04
  • TX RA
    APPROVED
    Since 2022-01-04

Branch Locations

Alpharetta, GA • United States

Okatie, SC • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fee-Only Financial Planning, Lc Alpharetta GA 10/2016 Present
Smartpak Equine Plymouth MA 01/2015 09/2016
Designations
  • Certified Financial Planner

View on SEC IAPD

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