Eric Keating
Willow Creek Wealth Management · Sebastopol, California
Eric Keating 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.
Request an introduction to Eric →
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 · CRD 2965591 |
| Exams passed | Series 63 (1998) · Series 65 (2019) |
| Firm size | 23 employees |
| Disclosures | None reported |
| Website | www.willowcreekwealth.com |
How Eric'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).
Request an introduction to Eric
Tell Eric a little about what you're looking for. Eric isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Eric
Is Eric Keating a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Eric 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 Eric charge for financial advice?
Eric's firm, Willow Creek Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Eric Keating based?
Eric Keating is based in Sebastopol, California.
What credentials does Eric Keating hold?
Eric Keating holds the CFP credential.
Is Eric Keating registered with the SEC?
Yes. Eric Keating is registered as an investment adviser representative in CA (CRD 2965591), 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 Eric Keating?
Through Eric'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.
See something wrong? Request a correction. Read our methodology.