Willow Planning Group, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$0
Total clients
65
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
65
Average account size
$0
About
Willow Planning Group is a small independent advisory firm that provides comprehensive financial planning and consulting to individuals, couples, families, business entities and retirement plan administrators. In addition to one-on-one planning engagements, the firm offers group educational sessions and workshops and distributes periodic email newsletters to clients.
The firm does not directly manage client investment accounts or accept custody; it provides investment analysis and recommendations—typically favoring passive, asset-class-based strategies implemented with mutual funds and ETFs—and helps clients select custodians and accounts. Financial planning relationships are structured as ongoing engagements with regular check-ins (quarterly during the first year, then biannually), written or electronic reports, and an optional shared online planning portal.
Compared with peers, Willow is notable for its formal educational programming and periodic newsletters alongside its planning services, and for relying on fixed, subscription and hourly fee arrangements rather than a percentage‑of‑assets billing model while not offering portfolio management. The firm also provides small-business consulting (including QuickBooks co‑management and retirement plan consulting) and discloses a previously resolved regulatory consent order related to a prior registration lapse.
Client services
Financial planning
Newsletters or periodicals
Educational seminars or workshops
Fee options
Two-hour financial planning session: $900 fixed fee; Educational sessions/workshops: up to $50 per person
$200.00 per hour for consulting and custom financial planning services
Ongoing financial planning fee between $125.00 - $500.00 per month; cash flow and debt guidance continuation fee $120.00 to $180.00 per quarter
Fee-only: Hourly rate of $200.00 per hour for a la carte/custom financial planning and consulting services
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Main office location
Willow Planning Group, LLC
Holderness NH, United States
Number of offices
1
Forms ADV
Quick links
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