Mark Keating
Willow Creek Wealth Management · Sebastopol, California
Mark Keating is a fee-only financial advisor at Willow Creek Wealth Management in Sebastopol, California. 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 |
| SEC registration | Investment adviser representative in CA, OR, TX · CRD 4246668 |
| Exams passed | Series 63 (2000) · Series 65 (2008) |
| Firm size | 23 employees |
| Disclosures | None reported |
| Website | www.willowcreekwealth.com |
How Mark'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 Mark
Is Mark Keating a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Mark 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 Mark charge for financial advice?
Mark's firm, Willow Creek Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Mark Keating based?
Mark Keating is based in Sebastopol, California.
Is Mark Keating registered with the SEC?
Yes. Mark Keating is registered as an investment adviser representative in CA, OR and TX (CRD 4246668), 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 Mark Keating?
Through Mark'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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