Willow Grove Advisors, LLC fees
Financial planner in Berkeley, California. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 13, 2026, Willow Grove Advisors, LLC (Berkeley, CA) charges $200-$400 an hour for financial planning.
- Website: willowgroveadvisors.com (opens in new tab)
- Call (510) 705-1693
- Brochure (PDF) (opens in new tab)
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 13, 2026. Fees can change.
- Hourly rate
- $200-
$400/hr Runs from below the California median of $300 to above it.
“On occasion, when clients request that we work on specific projects, we will charge an hourly fee ranging from $200/hour to $400/hour for the services.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- $500,000 in assets (stated in the brochure)
- Team size
- 7 employees
How Willow Grove Advisors, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Invoices detailing these fees will be sent to clients simultaneously.”
- “The client must consent in advance to direct debiting of their investment account.”
Firm details from Form ADV
- How the firm is paid
- Hourly fees and a percentage of assets under management
- Clients
- 194
- 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
- $370 million
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported on Form ADV as of March 13, 2026
- CRD number
- 151993 (opens in new tab)
- Phone
- (510) 705-1693
Registered or notice filed in 9 states: California, Connecticut, Louisiana, Massachusetts, Nebraska, New York, Oregon, Texas, Washington
Other planners in Berkeley that publish fees
- Blume Capital Management, Inc.BerkeleyFlat $2,500-$7,500
- Effective Finance LLCBerkeleyHourly $250/hr, Flat $500-$10,000
- Elmwood Wealth ManagementBerkeleyHourly $225/hr, Flat $3,000-$5,000
- North Berkeley Wealth Management, LLCBerkeleyHourly $295/hr
- Northern California Fiduciary Advisors, LLCBerkeleyHourly $500/hr, Flat $3,000-$10,000
More planners in California that publish fees
- Arcadia Private Wealth LLCCardiff by the SeaAnnual $18,000-$24,000/yr
- Mission Creek Capital Partners, Inc.San FranciscoHourly $250-$350/hr
- Wynn Capital Management, LLCSanta CruzHourly $100-$300/hr
- Lighthouse Advisory Services, Inc.San DiegoHourly $75-$200/hr, Flat $750-$2,500
- Fiduciary Financial Group, LLCSan RafaelAnnual $7,200-$100,000/yr
- Depaolo & May Strategic Wealth LLCIrvineHourly $250-$500/hr, Flat $2,500-$10,000
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.