David Lawrence
Willow Creek Wealth Management · Sebastopol, California
David Lawrence is a fee-only financial advisor at Willow Creek Wealth Management in Sebastopol, California, who holds the CFP credential. Willow Creek Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Willow Creek Wealth Management |
|---|---|
| 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 |
| SEC registration | Investment adviser representative in CA, OR · CRD 2619610 |
| Firm size | 23 employees |
| Disclosures | None reported |
| Website | www.willowcreekwealth.com |
How David's firm compares
- Willow Creek Wealth Management's average account is about $5.3 million, from its Form ADV (assets managed divided by 436 accounts).
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Questions about David
Is David Lawrence a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: David holds no broker registration, and Willow Creek Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does David charge for financial advice?
David's firm, Willow Creek Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is David Lawrence based?
David Lawrence is based in Sebastopol, California.
What credentials does David Lawrence hold?
David Lawrence holds the CFP credential.
Is David Lawrence registered with the SEC?
Yes. David Lawrence is registered as an investment adviser representative in CA and OR (CRD 2619610), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Willow Creek Wealth Management manage?
Willow Creek Wealth Management reports $2.30B across 436 accounts in assets under management.
How do I contact David Lawrence?
Through David's website, www.willowcreekwealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
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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