Philip Kapler
Willow · Rogers, Arkansas
Philip Kapler is a fee-only financial advisor at Willow in Rogers, Arkansas. Willow reports charging hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Willow |
|---|---|
| Based in | Rogers, Arkansas |
| Fee model (firm's Form ADV) | Hourly · Fixed fees |
| Assets under management | $127.6M across 358 accounts |
| SEC registration | Investment adviser representative in AR · CRD 6429605 |
| Exams passed | Series 63 (2015) · Series 65 (2018) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | willownwa.com |
How Philip's firm compares
- Willow's average account is about $357,000, from its Form ADV (assets managed divided by 358 accounts).
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Questions about Philip
Is Philip Kapler a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Philip holds no broker registration, and Willow reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Philip charge for financial advice?
Philip's firm, Willow, reports charging hourly fees and fixed fees on its SEC Form ADV.
Where is Philip Kapler based?
Philip Kapler is based in Rogers, Arkansas.
Is Philip Kapler registered with the SEC?
Yes. Philip Kapler is registered as an investment adviser representative in AR (CRD 6429605), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Willow manage?
Willow reports $127.6M across 358 accounts in assets under management.
How do I contact Philip Kapler?
Through Philip's website, willownwa.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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