WILLOW

2860 West Walnut Street
Suite 100
Rogers, Arkansas 72756
Tel: (479) 709-3949

About WILLOW

WILLOW, formally registered with the SEC as WILLOW. The firm was established in 11/01/2024. They have over 1 offices throughout the country.

WILLOW is a Rogers, Arkansas based Financial Planning firm with nearly $110,146,108 assets under management, offering retirement planning & investment advisory services to 326 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	325785
SEC#	801-131403
Assets Managed by Firm	$110,146,108
No. of Clients	326
No. of Advisors	6

Fee Structure

Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	326	$110,146,108
Individuals (other than high net worth individuals)	75	$40,191,007
High net worth individuals	33	$69,955,101

More Retirement Planning firms in Rogers, Arkansas:

Firm Name	Assets Under Management	Total Clients	Total Advisors

Explore More Retirement Advisors in Rogers, Arkansas

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.