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Willow Financial LLC

Headquartered in ROGERS, AR

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Firm Information

Willow Financial LLC is a registered investment advisor with 5 investment adviser representatives and manages approximately $110,460,632 in assets. They provide financial planning, selection of other advisers, and portfolio management for individuals and high-net-worth individuals. Their client base includes 38 high-net-worth individuals with $76,433,092 in assets under management and 65 individuals other than high-net-worth individuals with $34,027,540 in assets under management.

Willow Financial LLC

$110.46M

Assets Under Management

Not reported

Total Clients

5

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

Branch Locations (1)

WILLOW FINANCIAL LLC has a total of 1 branch locations across the country.
location

ROGERS, AR

Advisors at Willow Financial LLC

View All 5 Advisors
Unclaimed
Hayden Christopher Lindersmith

RA

ROGERS, AR

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Jason Beatty

RA

ROGERS, AR

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Steven Michael Schmitt

CFP®, RA

ROGERS, AR

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Unclaimed
Philip A Kapler

RA

ROGERS, AR

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Unclaimed
Madison Elizabeth Derden

RA

ROGERS, AR

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Disclosures

There are no public disclosures for Willow Financial LLC.

Frequently Asked Questions (6)

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