Rawson Gulick
Rawson Gulick is a CFP-designated registered investment advisor at Willow Creek Wealth Management, INC., based in Sebastopol, CA, with 6 years of industry experience. Rawson 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
Location
825 Highway 116, North, Ste. #5, Sebastopol, CA, 95472
Get directionsHistory
Regulatory History (3)
Criminal
May 1996Criminal
October 1994Criminal
July 1994Employment History
Current Registrations
Willow Creek Wealth Management, INC.
State Registrations1 state
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
Additional Information
After nearly 20 years in institutional financial services, I decided it was time to take my career in a fresh direction. I started my career in financial services and have held a range of institutional-level positions across management, trading, client service, and marketing. In 2019 I joined Willow Creek as wealth advisor to bring my insights from working with giant institutions toward helping individuals and families to better shape their financial well-being, their lives, and their world.
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