Willow fees and pricing

Financial planner in Rogers, Arkansas. Registered with the SEC.

According to its Form ADV Part 2A brochure dated March 24, 2026, Willow charges an annual fee of $5,000⁠-⁠$40,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 24, 2026. Fees can change, so confirm with the firm before you hire them.

Annual fee: $5,000⁠-⁠$40,000/yr; “Wealth management fees range from $5,000 to $40,000 annually.”

Payment and refund terms, quoted from the fee section of the brochure.

“The wealth management fee in the first quarter of service is prorated from the inception date of the account[s] to the end of the first quarter.”
“Fees may be negotiable at the sole discretion of the Advisor.”
“Fees may be negotiable based on the nature and complexity of the services to be provided and the overall relationship with the Advisor.”

Its annual fee of $5,000-$40,000 spans the Arkansas median of $8,438. 100% of the 7 other Arkansas planners that publish an annual fee charge less.
It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

How the firm is paid: Hourly fees, fixed or flat fees
Charges a % of assets: No
Clients: 108
Employees: 5
Works with: Individuals and high net worth individuals
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
Assets managed: $127,638,991
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 325785
Website: linkedin.com/company/pathway-by-willow (opens in new tab)
Phone: (479) 709-3949

Can advise clients in 3 states: Arkansas, Oklahoma, Tennessee

Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.