Philip Kapler is a registered investment advisor at Willow, based in Rogers, AR, with 11 years of industry experience. Philip operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 108 clients with $130M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Willow Financial charges annual wealth management fees ranging from $5,000 to $40,000. Fees are calculated based on the size and complexity of the services provided and your household's unique situation. Fees are paid quarterly in advance, and a custom scope of work is established before your agreement begins.
Location
2860 West Walnut Street, Suite 100, Rogers, AR, 72756
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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
Previous Registrations
Thrivent Investment Management INC.
Thrivent Investment Management INC.Broker
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
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