Fee-only adviser · Rogers, AR
Willow
Willow is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Rogers, Arkansas. On its latest Form ADV, filed June 30, 2026, it reports $128M in regulatory assets under management, 108 individual clients and 4 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | SEC-registered |
|---|---|
| Firm CRD number | 325785 · SEC file 801-131403 |
| Office | 2860 West Walnut Street Suite 100 Rogers, AR 72756 |
| Phone | (479) 709-3949 |
| Website | willownwa.com |
| Regulatory assets under management | $128M |
| Individual clients | 62 non-high-net-worth, 46 high-net-worth |
| Financial planning clients | 11-25 |
| How it charges | Hourly, Fixed fee |
| Services | Financial planning, Portfolio management, Selection of other advisers |
| Employees | 5 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | June 30, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Rogers
- Elevated Wealth LLC $22M
- Krueger Asset Management, LLC $2.0M
- FIVE8 Financial LLC $4.7M
- Steve Chastain Wealth Management LLC $6.8M
See all 5 fee-only advisers in Rogers →
Nearby
- Bentonville 2 firms
- Springdale 1 firm
- Fayetteville 5 firms
- Siloam Springs 1 firm
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