Philip Kapler is a registered investment advisor at Willow, based in Rogers, AR, with 10 years of industry experience. Philip operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 108 clients with $110M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Willow Financial offers wealth management services for a fee, paid quarterly in advance. The annual fee ranges from $5,000 to $40,000, determined by the complexity of the client's needs. The scope of work may include advice and analysis for financial forecasting, portfolio management, tax efficiency, work benefits, insurance, business planning, estate mapping, investing strategy, income distribution, and risk tolerance. Fees may be negotiable.
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.
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Current Registrations
Willow
Previous Registrations
Thrivent Investment Management INC.
Thrivent Investment Management INC.Broker
State Registrations1 state
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