PlannerFees

Willow Partner Advisors, LLC fees and pricing

Financial planner in Prides Crossing, Massachusetts. Registered with the SEC.

According to its Form ADV Part 2A brochure dated April 6, 2026, Willow Partner Advisors, LLC charges a flat or project fee of $5,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed April 6, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee
$5,000
“Three one-hour sessions with a CFP® professional Upfront fact finding and tailored financial analysis A written summary with insights, recommendations, and next steps Comprehensive Financial Planning · $5,000 · One year engagement The Comprehensive Financial Planning offering is a financial planning relationship…”

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

How Willow Partner Advisors, LLC bills

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

  • “Fees are billed to Advisors pursuant to the terms and conditions agreed to between Willow and the Advisor.”
  • “Clients may terminate the agreement without penalty, for full refund of Willow’s fees, within five business days of signing the investment management agreement.”
  • “In · $250 · 45-minute one time session This is designed to be a focused conversation designed to help a Client work through one specific financial question.”

How Willow Partner Advisors, LLC’s fees compare

  • Its flat or project fee of $5,000 is above the Massachusetts median of $4,750. 53% of the 158 other Massachusetts planners that publish a flat or project fee charge less.

About Willow Partner Advisors, LLC

  • Firm size: 5 employees.
  • Meets clients remotely: the brochure mentions virtual or online meetings.
  • Founded: 2020 (6 years).

Planning areas mentioned in the brochure

  • Retirement planning
  • Tax planning
  • Divorce
  • Cash flow and budgeting

Firm details from Form ADV

How the firm is paid
Fixed or flat fees, percentage of assets under management
Charges a % of assets
Yes
Highest asset based fee in brochure
0.95% a year
Clients
977
Employees
5
Works with
Individuals
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
Registered with
U.S. Securities and Exchange Commission
Disciplinary disclosures
None reported
SEC CRD number
333917
Website
my.trustwillow.com (opens in new tab)
Phone
(617) 279-3685

Can advise clients in 51 states: Alaska, Alabama, Arkansas, Arizona, California, Colorado, Connecticut, District of Columbia, Delaware, Florida, Georgia, Hawaii, Iowa, Idaho, Illinois, Indiana, Kansas, Kentucky, Louisiana, Massachusetts, Maryland, Maine, Michigan, Minnesota, Missouri, Mississippi, Montana, North Carolina, North Dakota, Nebraska, New Hampshire, New Jersey, New Mexico, Nevada, New York, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Virginia, Vermont, Washington, Wisconsin, West Virginia, Wyoming

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