Bowman Wealth Management Group

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Client assets under management

$89,226,913

Clients

277

7% high-net-worth

Advisors

of 2 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

139

Very High

Average account size

$322,119

About

The firm provides discretionary asset management, ERISA 3(21) retirement-plan advisory, and standalone financial planning and consulting to individuals, corporations, and business entities. It reports roughly $91.3 million in discretionary assets under management across about 277 client relationships and does not impose a minimum account size.

Portfolios are built from documented client goals, time horizons, risk tolerances and an investment policy statement, and the firm uses fundamental, technical and charting analysis as part of its investment process. It trades on a discretionary basis, performs quarterly account reviews, and maintains custody relationships through a major custodian with fees billed on a recurring schedule in advance.

Distinctive features include a firm launch in 2026 while its principals have prior affiliations with other advisory and brokerage entities, and an affiliated insurance practice that the owner devotes roughly 5% of his time to and for which commission compensation is disclosed. The firm also offers limited-scope ERISA 3(21) plan services with specified exclusions, does not vote client proxies, and provides fixed-fee financial plans—characteristics that are less common among supported peers.

Client services

Financial planning Portfolio management Pension consulting

Expertise

General retirement planning Retirement plans for business owners (SEP, solo 401k) Wealth management

Occupation focus

Founder/Business Owner Retired

Fee options

Fixed

Financial planning fixed fees range between $250 and $2,000 depending on complexity and client needs.

Percentage

$0 - $500,000: 1.50% Over $500,000+: Negotiable

Commissions

Insurance products commissions received by Marc Bowman as a licensed insurance agent, separate from advisory fees.

Main office location

Bowman Wealth Management Group

Annville PA, United States

Number of offices

Most active in

Colorado · Pennsylvania

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

Website 717-574-0810

Advisors at this firm

Marc B

Series 63, Series 65

Annville, PA

Bowman Wealth Management Group

Marc Bowman is a financial advisor at Stout Bowman with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Fortune Financial Services and Purshe Kaplan Sterling Investments. Outside of advisory work, he is also an independent insurance agent specializing in various life insurance products. Stout Bowman serves individual and high-net-worth clients through a team of five advisors managing approximately $103 million across 340 relationships. The firm offers discretionary and non-discretionary asset management as well as standalone financial planning and consulting, utilizing a combined fundamental and technical investment approach tailored to each client.

General retirement planning Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner Retired

Jared B

Series 65

Annville, PA

Bowman Wealth Management Group

Jared Bowman is a financial advisor at Stout Bowman with a Series 65 designation and one year of industry experience. Prior to entering the financial sector, he served with the Pennsylvania State Police for four years and worked in the hospitality industry. Stout Bowman is a team of five advisors managing approximately $103 million for around 340 individual and high-net-worth clients. The firm offers discretionary and non-discretionary asset management, financial planning, and consulting, utilizing a combination of fundamental and technical analysis to create tailored investment portfolios.

General retirement planning Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner Retired

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