David Lawrence
David Lawrence is a CFP-designated registered investment advisor at Willow Creek Wealth Management, INC., based in Sebastopol, CA, with 19 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 5 more. Their firm serves 1,068 clients with $2.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.35% |
Rates reflect the standard schedule. Managing partners charge a higher quarterly minimum of $2,500 compared to $1,250 for other advisors. Some legacy accounts or negotiated schedules may apply.
Fee Estimator
Contact
David Lawrence
Location
825 Highway 116, North, Ste. #5, Sebastopol, CA, 95472
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Willow Creek Wealth Management, INC.
Previous Registrations
Raub Brock Capital Management, LP
Mosaic Financial Partners, INC.
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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