Jeffrey Petersen
Willow Grove Advisors · Berkeley, California
Jeffrey Petersen is a fee-only financial advisor at Willow Grove Advisors in Berkeley, California. Jeffrey focuses on equity compensation, cross-border (US / Canada) and founders (pre-exit). Willow Grove Advisors reports charging a percentage of assets and hourly fees on its Form ADV.
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Specialties
Who they serve
- Founders
- Tech employees
- Cross-border families
- Multi-generational families
- Executives
Facts
| Firm | Willow Grove Advisors |
|---|---|
| Based in | Berkeley, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $369.8M across 782 accounts |
| SEC registration | Investment adviser representative in CA, MA · CRD 5569357 |
| Exams passed | Series 65 (2010) · Series 66 (2008) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.willowgroveadvisors.com |
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Questions about Jeffrey
Is Jeffrey Petersen a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jeffrey holds no broker registration, and Willow Grove Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jeffrey charge for financial advice?
Jeffrey's firm, Willow Grove Advisors, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Jeffrey Petersen based?
Jeffrey Petersen is based in Berkeley, California.
What does Jeffrey specialize in?
Jeffrey's specialties include equity compensation, cross-border (US / Canada), founders (pre-exit), family wealth transfer and sustainable & impact investing. Jeffrey works with founders, tech employees, cross-border families, multi-generational families and executives.
Is Jeffrey Petersen registered with the SEC?
Yes. Jeffrey Petersen is registered as an investment adviser representative in CA and MA (CRD 5569357), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Willow Grove Advisors manage?
Willow Grove Advisors reports $369.8M across 782 accounts in assets under management.
How do I contact Jeffrey Petersen?
Through Jeffrey's website, www.willowgroveadvisors.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
- Willow Grove Advisors website : specialties, clients served, and fees, checked October 30, 2026
- 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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