Willow Creek Wealth Management is an employee-owned registered investment advisor founded in 1984, with offices in California. The firm provides holistic wealth management by combining personalized investment portfolios with comprehensive financial planning. Willow Creek Wealth Management focuses on long-term investment strategies rooted in academic research, utilizing low-cost institutional investments and disciplined portfolio rebalancing. Their financial planning services cover cash flow, tax strategies, retirement planning, insurance reviews, and estate planning. In addition to individual wealth management, Willow Creek Wealth Management offers retirement plan consulting for group 401(k) plans and limited financial consulting for clients with specific, isolated concerns. The firm operates under a strict standard to act in the best interest of clients and does not sell investment products for commissions.
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.
