Jacob Weber
Willow Creek Wealth Management · Sebastopol, California
Jacob Weber 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 · CRD 6381213 |
| Exams passed | Series 63 (2014) · Series 66 (2016) |
| Firm size | 23 employees |
| Disclosures | None reported |
| Website | www.willowcreekwealth.com |
How Jacob'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 Jacob
Is Jacob Weber a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jacob 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 Jacob charge for financial advice?
Jacob's firm, Willow Creek Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Jacob Weber based?
Jacob Weber is based in Sebastopol, California.
What credentials does Jacob Weber hold?
Jacob Weber holds the CFP credential.
Is Jacob Weber registered with the SEC?
Yes. Jacob Weber is registered as an investment adviser representative in CA (CRD 6381213), 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 Jacob Weber?
Through Jacob'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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