Willow Creek Wealth Management, Inc.

RIASEC RegisteredEst. 1999

Total AUM

$2.3B

Discretionary

$2.2B

94% of AUM

Avg account

$5.3M

Accounts

436

Employees

Advisory reps

Firm details

Headquarters: Sebastopol, California
CRD number: 109240
Registered since: May 1, 1999
Website: willowcreekwealth.com
Custodians: CHARLES SCHWAB & CO., INC., PERSHING LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI83.42%
Individuals9.85%
Pension & Profit Sharing Plans4.74%
Charitable Organizations1.41%
Corporations / Businesses0.58%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Willow Creek Wealth Management, Inc. is an independent, privately owned registered investment adviser that has been SEC‑registered since 1999. The firm serves a mix of high‑net‑worth individuals and families as well as institutional clients, offering financial planning, portfolio management for individuals, small businesses and institutions, and client education through seminars and workshops. Compensation is billed using asset‑based fees along with hourly and fixed‑fee arrangements. The firm does not market itself as an ESG investor, nor as a multi‑state or pension consultant adviser. It reports an affiliation as a real estate broker and does not act as a capital allocator to third‑party managers, though it does place client capital into external alternatives (see Investments & Alternatives). Willow Creek has been recognized in industry lists, including FA Magazine’s Top RIA Firms (2020), investor.com’s Top RIA Firms to Watch (2020), and CNBC’s Top 100 Financial Advisory Firms (2021).