Bruce Dzieza
Willow Creek Wealth Management, Inc. · Sebastopol, California
Bruce Dzieza is a fee-only financial advisor at Willow Creek Wealth Management, Inc. in Sebastopol, California, who holds the CFP and CAIA credentials. Bruce focuses on sustainable & impact investing, retirement planning and tax planning. Willow Creek Wealth Management, Inc. reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | Willow Creek Wealth Management, Inc. |
|---|---|
| Based in | Sebastopol, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $2.30B across 436 accounts |
| Credentials | CFP · CAIA |
| SEC registration | Investment adviser representative in CA · CRD 1326268 |
| Exams passed | Series 63 (1987) · Series 65 (1994) |
| Firm size | 23 employees |
| Disclosures | None reported |
| Website | willowcreekwealth.com |
| Profile |
How Bruce's firm compares
- Willow Creek Wealth Management, Inc.'s average account is about $5.3 million, from its Form ADV (assets managed divided by 436 accounts).
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Questions about Bruce
Is Bruce Dzieza a fee-only financial advisor?
Yes. Bruce Dzieza is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Bruce's firm.
How does Bruce charge for financial advice?
Bruce's firm, Willow Creek Wealth Management, Inc., reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Bruce Dzieza based?
Bruce Dzieza is based in Sebastopol, California.
What does Bruce specialize in?
Bruce's specialties include sustainable & impact investing, retirement planning and tax planning.
What credentials does Bruce Dzieza hold?
Bruce Dzieza holds the CFP and CAIA credentials.
Is Bruce Dzieza registered with the SEC?
Yes. Bruce Dzieza is registered as an investment adviser representative in CA (CRD 1326268), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Willow Creek Wealth Management, Inc. manage?
Willow Creek Wealth Management, Inc. reports $2.30B across 436 accounts in assets under management.
How do I contact Bruce Dzieza?
Through Bruce's website, willowcreekwealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- Willow Creek Wealth Management, Inc. website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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