Jeffrey Bowers is a CFP-designated registered investment advisor at Plan2retire, based in Hagerstown, MD, with 25 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 271 clients with $82M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.85% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.50% |
| $5M+ | 0.25% |
When Plan2Retire participates in Altruist LLC’s Model Marketplace, Altruist charges an additional annual fee of up to 1.0%. Accounts within the same household will be combined for a reduced fee. The annual fee may be negotiable.
Fee Estimator
Location
19935 National Pike, Hagerstown, MD, 21740
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jeffrey is a co-owner of Donald C. Bowers Insurance Inc. since 1989, spending about 10-20% of his time in a managerial role. He is also a member of Bowers Properties LLC, owning a residential rental duplex, dedicating minimal time to this activity.
Employment History
Current Registrations
Plan2retire
Previous Registrations
Vanderbilt Advisory Services
MML Investors Services, LLC
Sii Investments, INC.
Sii Investments, INC.
Fsc Securities Corporation
State Registrations6 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.