Willow Planning Group, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
65
0% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
65
Very HighAverage account size
$0
About
Willow Planning Group is an independent, single-advisor firm that provides comprehensive financial planning and consulting to individuals, families, small business owners, and retirement plan administrators, serving roughly 65 clients. The firm focuses on planning, education, and implementation advice rather than discretionary portfolio management or custody of client assets.
The firm’s process emphasizes ongoing, client-specific planning with regular meetings during the first year and periodic reviews thereafter, and it typically recommends passive allocations using mutual funds and ETFs. In addition to one-on-one planning, Willow offers client education through email newsletters, group workshops, and a “Let’s Get Started” program that includes a DIY online option followed by planner review.
Compared with many independent peers, Willow does not provide individual portfolio management or charge percentage-of-assets fees, instead using fixed and hourly planning arrangements and consulting engagements. It also provides services less common for a solo adviser — recurring newsletters, public educational sessions, and hands-on small-business consulting (including QuickBooks co-management) — and discloses a resolved regulatory matter related to late state registration.
Client services
Financial planning
Newsletters or periodicals
Educational seminars or workshops
Expertise
Business ownership considerations
Cash flow / budgeting
College savings (529s, UTMA, etc.)
General tax planning
Fee options
$900 for a one-time two-hour financial planning session; $400 to $600 for Let’s Get Started Programs; up to $50 per person for educational sessions and workshops.
$200 per hour for custom financial planning services and consulting services.
Ongoing financial planning fees between $125 and $500 per month, starting 30 days after kickoff; ongoing cash flow and debt guidance fees between $120 and $180 per quarter.
Fee-only: Fixed fees ranging from $400 to $3,000 for financial planning services; hourly rate of $200 per hour for custom services and consulting; quarterly fees of $120 to $180 for ongoing cash flow and debt guidance; $900 for one-time two-hour financial planning session; $1,000 for annual plan review.
Main office location
Willow Planning Group, LLC
Holderness NH, United States
Number of offices
1
Most active in
Willow Planning Group, LLC has reported serving >5 clients in these states in the last 12 months.
Colorado · Massachusetts · New Hampshire
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.
-
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.
Forms ADV
Quick links
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