Willow Creek Wealth Management, INC.
Sebastopol, CA·SEC-registered · CRD #109240
Willow Creek Wealth Management, INC. is an SEC-registered investment advisory firm in Sebastopol, CA managing $2.3B across 485 client accounts, with 15 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$2.3B
Client accounts
485
Advisory staff
15
Fee model
Fee-based
How Willow Creek Wealth Management, INC. is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Willow Creek Wealth Management, INC.
How much does Willow Creek Wealth Management, INC. manage?
Per its most recent SEC Form ADV filing (04/24/2026), Willow Creek Wealth Management, INC. reports $2.3B in regulatory assets under management across roughly 485 client accounts.
How does Willow Creek Wealth Management, INC. charge?
Willow Creek Wealth Management, INC. is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Hourly, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Willow Creek Wealth Management, INC. a fiduciary?
Yes. Willow Creek Wealth Management, INC. is registered with the U.S. Securities and Exchange Commission (CRD #109240), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Willow Creek Wealth Management, INC. taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Willow Creek Wealth Management, INC. and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Sebastopol, CA
Profile compiled from Willow Creek Wealth Management, INC.'s public SEC Form ADV filing (CRD #109240, filed 04/24/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Willow Creek Wealth Management, INC.. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Willow Creek Wealth Management, INC.? Claim this profile.