Willow Creek Wealth Management, Inc.

Willow Creek Wealth Management, Inc. at a glance

• One of 1,191 fee-only firms based in California in the Wellspent graph.
• 10 advisors are listed here; 8 of 10 hold the CFP.
• Its Form ADV reports 23 employees and 1,029 individual clients, 561 of them high net worth.
• Its average account is about $5.3 million (assets it manages divided by its 436 accounts).

Fee-only advisors in California · What fee-only advisors charge in California

Facts

Willow Creek Wealth Management, Inc. fees

Willow Creek Wealth Management, Inc. doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.

For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.

What its SEC filing says

Advisors at this firm (10)

• Bruce Dzieza

  CFP · CAIA

• David Homan

  CFP

• David Lawrence

  CFP

• Eric Keating

  CFP

• Griffin Sheehy

• Heather Belli

  CFP

• Jacob Weber

  CFP

• Jason Gittins

  CFP

• Mark Keating

• Rawson Gulick

  CFP