Firm
Willow
Rogers, Arkansas
Fee-only
Willow at a glance
- One of 46 fee-only firms based in Arkansas in the Wellspent graph.
- 3 advisors are listed here.
- Its Form ADV reports 5 employees and 108 individual clients, 46 of them high net worth.
- Its average account is about $357,000 (assets it manages divided by its 358 accounts).
Facts
| Based in | Rogers, Arkansas |
|---|---|
| Website | willownwa.com |
| Phone | (479) 709-3949 |
Willow fees
Willow 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
| Paid by | Hourly · Fixed fees |
|---|---|
| Assets managed | $128 million |
| Individual clients | 62 |
| High-net-worth clients | 46 |
| Accounts managed | 358 |
| Employees | 5 |
| Planning clients | 11-25 |
| Registered with | The SEC (801-131403) |
| Financial planning | Offered |
| Form ADV filed | June 30, 2026 |
| SEC record | CRD 325785 |