Willow Run Advisors fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed August 7, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$5,000⁠-⁠$50,000

“Unless a client's financial planning is covered by their asset management fee, Willow Run charges a negotiable, fixed fee for planning services, generally ranging from $5,000 to $50,000 depending on the scope of the engagement and the professional performing the work.”

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

How Willow Run Advisors bills

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

• “We typically require half of the fee upon acceptance of the Agreement, with the balance due upon delivery of the plan or completion of the agreed scope.”
• “If a planning Agreement ends before the work is finished, we refund any pre-paid amount that exceeds what we have earned for 6 the time and work already completed.”
• “Partial-Quarter Billing and Account Changes For a new account, fees are prorated from the date we begin managing the assets.”

How Willow Run Advisors’ fees compare

• Its flat or project fee of $5,000-$50,000 is above the New York median of $4,500. 98% of the 251 other New York planners that publish a flat or project fee charge less.
• 50 of the 52 other planners in New York that publish a flat or project fee charge less.

About Willow Run Advisors

• Principal: Willow Run
• Firm size: 7 employees.
• Registered as an adviser: 2026.

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• College planning
• 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

1.75% a year

Employees

7

Works with

Pooled investment vehicles

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutions, and selecting other advisers

Assets managed

$2,202,734,364

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

343930

Phone

(646) 600-8059

Other planners in New York that publish fees

• Abernathy Group II LLCNew York$750/hr, $1,000/yr
• Allegory AdvisoryNew York$240/hr
• Altfest Personal Wealth ManagementNew York$250/hr, $1,250/qtr
• American Centurion Financial LLCNew York$475/hr
• American Financial & Tax Strategies, Inc.New York$660/hr, $2,500/qtr
• Amvoy WealthNew York$1,000⁠-⁠$20,000

Compare all 184 planners in New York