Willow Creek Wealth Management, Inc.

Willow Creek Wealth Management, Inc. (CRD# 109240) is a financial advisory firm headquartered in Sebastopol, CA. They manage $782,252,228 in 1,795 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    782
    MILLION
  • Total Number of Accounts
    1,795
    ACCOUNTS
  • Average Account Value
    $435,795
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, NY, OR

Financial Advisors at Willow Creek Wealth Management, Inc.
Showing 1 - 8 of 8 top financial advisors.
1
Bruce J. Dzieza
CRD#: 1326268
825 Gravenstein Hwy N. #5, Sebastopol, CA 95472
96
Wealthminder
score

Bruce Dzieza (CRD# 1326268) is an Investment Advisor Representative working at Willow Creek Wealth Management, Inc. in Sebastopol, CA and has over 29 years of experience in the finance industry. Bruce Dzieza has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Mark F. Keating
CRD#: 4246668
825 Gravenstein Hwy. N., Suite 5, Sebastopol, CA 95472
93
Wealthminder
score

Mark Keating (CRD# 4246668) is an Investment Advisor Representative working at Willow Creek Wealth Management, Inc. in Sebastopol, CA and has over 16 years of experience in the finance industry.

3
Heather C. Cleland
CRD#: 2946449
825 Gravenstein Hwy. N. #5, Sebastopol, CA 95472
90
Wealthminder
score

Heather Cleland (CRD# 2946449) is an Investment Advisor Representative working at Willow Creek Wealth Management, Inc. in Sebastopol, CA and has 1 year of experience in the finance industry. Heather Cleland has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Jason R. Gittins
CRD#: 2798508
825 Gravenstein Hwy. N. #5, Sebastopol, CA 95472
90
Wealthminder
score

Jason Gittins (CRD# 2798508) is an Investment Advisor Representative working at Willow Creek Wealth Management, Inc. in Sebastopol, CA and has 1 year of experience in the finance industry. Jason Gittins has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
David D. Homan
CRD#: 6180968
825 Gravenstein Hwy. N., Ste. #5, Sebastopol, CA 95472
90
Wealthminder
score

David Homan (CRD# 6180968) is an Investment Advisor Representative working at Willow Creek Wealth Management, Inc. in Sebastopol, CA and has 1 year of experience in the finance industry. David Homan has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
David B. Lawrence
CRD#: 2619610
825 Gravenstein Hwy. N., Ste. #5, Sebastopol, CA 95472
90
Wealthminder
score

David Lawrence (CRD# 2619610) is an Investment Advisor Representative working at Willow Creek Wealth Management, Inc. in Sebastopol, CA and has 1 year of experience in the finance industry. David Lawrence has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

7
Teresa D. Mitchell
CRD#: 5498716
825 Gravenstein Hwy No., Suite 5, Sebastopol, CA 95472
90
Wealthminder
score

Teresa Mitchell (CRD# 5498716) is an Investment Advisor Representative working at Willow Creek Wealth Management, Inc. in Sebastopol, CA and has 1 year of experience in the finance industry. Teresa Mitchell has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

8
Michael A. Randolph
CRD#: 1300551
825 Gravenstein Hwy. N., Ste. #5, Sebastopol, CA 95472
90
Wealthminder
score

Michael Randolph (CRD# 1300551) is an Investment Advisor Representative working at Willow Creek Wealth Management, Inc. in Sebastopol, CA and has 1 year of experience in the finance industry. Michael Randolph has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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