Willow Creek Wealth Management, Inc. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 16, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$300/hr

“Our current billing rate is $300 per hour for hourly planning work.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Willow Creek Wealth Management, Inc. bills

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

• “Clients pay a management fee, in advance, at the beginning of each quarter based on a fixed percentage of assets in the account.”
• “Client may be charged a $40 per year per account fee billed at $10 per quarter.”
• “When the investment advisory agreement commences or terminates between an account’s regular valuation dates, a pro-rata adjustment is made with respect to the asset management fee for the partial period.”

How Willow Creek Wealth Management, Inc.’s fees compare

• Its hourly rate of $300 matches the California median of $300. 41% of the 932 other California planners that publish an hourly rate charge less.

About Willow Creek Wealth Management, Inc.

• Firm size: 23 employees.
• Credentials named in the brochure: CFP®.
• Founded: 1984 (42 years).

Planning areas mentioned in the brochure

• Tax planning
• Estate planning
• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Clients

1,029

Employees

23

Works with

Individuals, high net worth individuals, pension and profit sharing plans, charities, and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and educational seminars and workshops

Assets managed

$2,302,546,240

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

109240

Website

LINKEDIN.COM/company/willowcreekwealth (opens in new tab)

Phone

(707) 829-1146

Can advise clients in 12 states: Arizona, California, Colorado, Maine, North Carolina, New Hampshire, New Mexico, Nevada, New York, Oregon, Texas, Washington

Other planners in Sebastopol that publish fees

• Phase Change Wealth Management LLCSebastopol$300/hr
• 10/28 Wealth Management LLCOceanside$300/hr, $500⁠-⁠$10,000
• 360DividendsGranite Bay$300/hr, $2,500⁠-⁠$10,000
• 3D Holistic WealthIrvine$300/hr, $1,500⁠-⁠$10,000
• 401 FinancialSan Diego$250/hr, $500
• 5T Wealth, LLCNapa$200⁠-⁠$450/hr

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