Orin Green
Willow Creek Financial · San Diego, California
Orin Green is a fee-only financial advisor at Willow Creek Financial in San Diego, California, who holds the CFP credential. Willow Creek Financial reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Willow Creek Financial |
|---|---|
| Based in | San Diego, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $528.8M across 873 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, LA · CRD 3031669 |
| Exams passed | Series 63 (1998) · Series 65 (1998) |
| Firm size | 7 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.willowcreekfinancial.com |
How Orin's firm compares
- Willow Creek Financial's average account is about $606,000, from its Form ADV (assets managed divided by 873 accounts).
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Questions about Orin
Is Orin Green a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Orin holds no broker registration, and Willow Creek Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Orin charge for financial advice?
Orin's firm, Willow Creek Financial, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Orin Green based?
Orin Green is based in San Diego, California.
What credentials does Orin Green hold?
Orin Green holds the CFP credential.
Is Orin Green registered with the SEC?
Yes. Orin Green is registered as an investment adviser representative in CA and LA (CRD 3031669), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Willow Creek Financial manage?
Willow Creek Financial reports $528.8M across 873 accounts in assets under management.
How do I contact Orin Green?
Through Orin's website, www.willowcreekfinancial.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in San Diego
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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