Fee-Only Financial Advice in Northwest Arkansas
Our Mission
To empower your financial journey through a perfect blend of human wisdom and innovative technology. We believe everyone deserves clarity in their financial life, which is why we've built a practice that transforms complex challenges into clear opportunities. Through unwavering dedication to continued learning, cutting-edge tools, and personalized guidance, we help you navigate the path to and through retirement with confidence.
Your success is our calling. Our experienced team commits to standing beside you through every financial decision, market shift, and life transition – ensuring your tomorrow is as bright as you envision it.
Our Services
At Willow Financial, we believe true financial success comes from seeing the complete picture. Our holistic approach weaves together every strand of your financial life – from investment strategy and tax planning to retirement income and estate considerations.
We don't just manage portfolios; we create integrated financial plans that evolve with you. Through sophisticated investment management strategies and comprehensive planning, we help protect and grow your wealth while keeping your life goals at the center of every decision.
Whether you're mapping out your retirement income, optimizing tax strategies, or building a legacy for future generations, our team ensures each piece of your financial puzzle works in harmony with the others.
Looking for information about one-time planning for Walmart Home Office leadership and vendors? Head over to Pathway by Willow.
What Is a Fee-Only Advisor?
As Fee Only advisors you will always partner with a fiduciary team. Your fee is determined as a flat dollar amount instead of the traditional pricing models (percentage of assets under management or product commissions). This approach increases transparency and reduces conflicts of interests.
Our Pricing
Our Fee Structure
Flat Annual Fee: $5,000-$35,000
Your comprehensive service package includes:
- Investment Selection & Portfolio Management
- Annual Tax Planning Letter
- Family Financial Calendar
- Net Worth Summary and Tracking
- Estate Strategy Development
- Work Benefits Optimization
- Qualified Plan Management
Your specific fee is thoughtfully calculated based on your unique financial situation and planning needs. This transparent pricing structure ensures you receive comprehensive wealth management without hidden costs or conflicts of interest.
Fees are determined following an initial consultation, where we learn about your specific needs and goals.
Schedule a Consultation
This consultation is a complimentary web call. The objective of this meeting is to assess if working together would be a good fit.