WILLOW CREEK WEALTH MANAGEMENT, INC.

825 Highway 116, North
Ste. #5
Sebastopol, California 95472
Tel: 707-829-1146

About WILLOW CREEK WEALTH MANAGEMENT, INC.

WILLOW CREEK WEALTH MANAGEMENT, INC, formally registered with the SEC as WILLOW CREEK WEALTH MANAGEMENT, INC. The firm was established in 05/01/1999. They have over 1 offices throughout the country.

WILLOW CREEK WEALTH MANAGEMENT, INC. is a Sebastopol, California based Financial Planning firm with nearly $1,945,693,378 assets under management, offering retirement planning & investment advisory services to 2923 clients. The firm is staffed with 21 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	109240
SEC#	801-56562
Assets Managed by Firm	$1,945,693,378
No. of Clients	2923
No. of Advisors	21

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	2923	$1,945,693,378
Individuals (other than high net worth individuals)	467	$223,479,299
High net worth individuals	497	$1,593,011,820
Pension and profit sharing plans	2	$97,794,553
Charitable organizations	33	$30,751,011
Corporations or other businesses	3	$656,695

More Retirement Planning firms in Sebastopol, California:

Firm Name	Assets Under Management	Total Clients	Total Advisors
FIDELITY MANAGEMENT & RESEARCH COMPANY LLC 245 Summer Street Boston, MA, 02210	$3,964,385,404,654	31349	1264
WELLINGTON MANAGEMENT COMPANY LLP 280 Congress Street Boston, MA, 02210	$1,282,732,502,947	1559	2021
GEODE CAPITAL MANAGEMENT, LLC 100 Summer Street, 12th Floor Boston, MA, 02110	$1,062,795,395,069	172	161
SSGA FUNDS MANAGEMENT, INC. 1 Iron Street Boston, MA, 02210	$1,014,331,002,469	246	243
STRATEGIC ADVISERS LLC 155 Seaport Blvd Boston, MA, 02210-2698	$824,740,096,815	1965880	269

Explore More Retirement Advisors in Sebastopol, California

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.