← Back to searchVisit website
PLAN2RETIRE
BOWERS ADVISORY GROUP, LLC
CRD 146827
19935 NATIONAL PIKE, HAGERSTOWN, MD, 21740, United States
Phone
240-329-3333
Fax
866-202-3756
Registration
— (—)
Source
State registered
Total AUM
$82.0M
Discretionary AUM
$82.0M
Team
1 total employees; 1 advisory reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-01-16
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 246 | $28.0M |
| High net worth individuals | 25 | $54.0M |
All web addresses on file
- https://www.youtube.com/channel/UCjuykVsu-Zj4jC9X4gN8Yzw
- http://www.plan2retire.com/
- https://www.bowersadvisory.com
- https://www.bowersadvisorygroup.com
- https://www.ready2retire.us
- https://twitter.com/Bowers_Advisory
- https://www.ready2retire.today
- https://www.linkedin.com/in/jeff-bowers-cfp/
- https://www.facebook.com/BowersAdvisoryGroupLLC
Official SEC filing: View on IAPD