Corrine Fields
Willow Creek Financial · San Diego, California
Corrine Fields is a fee-only financial advisor at Willow Creek Financial in San Diego, California. Willow Creek Financial reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Willow Creek Financial |
|---|---|
| Based in | San Diego, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $528.8M across 873 accounts |
| SEC registration | Investment adviser representative in CA, TX · CRD 5297752 |
| Exams passed | Series 66 (2008) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.willowcreekfinancial.com |
| Profile |
How Corrine's firm compares
- Willow Creek Financial's average account is about $606,000, from its Form ADV (assets managed divided by 873 accounts).
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Questions about Corrine
Is Corrine Fields a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Corrine holds no broker registration, and Willow Creek Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Corrine charge for financial advice?
Corrine's firm, Willow Creek Financial, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Corrine Fields based?
Corrine Fields is based in San Diego, California.
Is Corrine Fields registered with the SEC?
Yes. Corrine Fields is registered as an investment adviser representative in CA and TX (CRD 5297752), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Willow Creek Financial manage?
Willow Creek Financial reports $528.8M across 873 accounts in assets under management.
How do I contact Corrine Fields?
Through Corrine's website, www.willowcreekfinancial.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in San Diego
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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