David Lawrence
David Lawrence is a CFP-designated registered investment advisor at Willow Creek Wealth Management, INC., based in Sebastopol, CA, with 18 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 1,002 clients with $1.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Willow Creek Wealth Management charges a percentage of your portfolio each year. The fee is determined by your advisor's title at Willow Creek Wealth Management.
For clients working with a Managing Partner, the fee is the greater of $2,500 per quarter or the fee calculated based on the following schedule:
- First $2,000,000 — 1.00% per year
- Next $3,000,000 — 0.75% per year
- Next $5,000,000 — 0.50% per year
- On amounts over $10,000,000 — 0.35% per year
For clients working with an Advisor, the fee is the greater of $1,250 per quarter or the fee calculated based on the following schedule:
- First $2,000,000 — 1.00% per year
- Next $3,000,000 — 0.75% per year
- Next $5,000,000 — 0.50% per year
- On amounts over $10,000,000 — 0.35% per year
Clients who established accounts before January 2025 may be managed under a previous fee schedule, and some clients may have a negotiated fee schedule.
Contact
David Lawrence
Location
825 Highway 116, North, Ste. #5, Sebastopol, CA, 95472
Get directionsHistory
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.