Keley Petersen
Willow Grove Advisors · Berkeley, California
Keley Petersen is a fee-only financial advisor at Willow Grove Advisors in Berkeley, California. Keley 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.
Request an introduction to Keley →
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, WA · CRD 1738238 |
| Exams passed | Series 63 (1997) · Series 65 (1999) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.willowgroveadvisors.com |
Request an introduction to Keley
Tell Keley a little about what you're looking for. Keley 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 Keley
Is Keley Petersen a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Keley 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 Keley charge for financial advice?
Keley's firm, Willow Grove Advisors, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Keley Petersen based?
Keley Petersen is based in Berkeley, California.
What does Keley specialize in?
Keley's specialties include equity compensation, cross-border (US / Canada), founders (pre-exit), family wealth transfer and sustainable & impact investing. Keley works with founders, tech employees, cross-border families, multi-generational families and executives.
Is Keley Petersen registered with the SEC?
Yes. Keley Petersen is registered as an investment adviser representative in CA, MA and WA (CRD 1738238), 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 Keley Petersen?
Through Keley'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.
See something wrong? Request a correction. Read our methodology.