Mark Keating
Mark Keating is a registered investment advisor at Willow Creek Wealth Management, INC., based in Sebastopol, CA, with 18 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Investment Management, and 2 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
Mark Keating
Location
825 Gravenstein Hwy. N., Suite 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.
State Registrations3 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
Additional Information
I am proud to share my wealth management know-how at Willow Creek as I work with clients to address their investment, tax-planning, and estate-planning goals, so they can advance efficiently toward their financial aspirations. I am fascinated with portfolio design and financial planning processes, and love bringing both into play as a member of our investment committee.