Willow
19yrs
More experience than 59% of advisors in Rogers
About the firm
A registered investment advisory firm based in Rogers, Arkansas. It manages about $128 million for roughly 108 individual clients. Services include financial planning, investment management for individuals and small businesses, choosing other investment managers.
How they work
How they’re paid ?Hourly fees; Flat or fixed fees
Typical client size ?$1.18 million
Assets under management ?$128 million
Individual clients108
Median years of experience10
FoundedNot stated
Services
Financial planningInvestment management for individuals and small businessesChoosing other investment managers
Advisors at Willow
4Advisors
10Median years of experience
1States with offices
1Offices
Also known as
Pathway · Willow Financial LLC
About Willow
How do I contact Willow?
Call the main office at (479) 709-3949. The main office is at 2860 West Walnut Street Suite 100, Rogers, AR 72756.
How is Willow paid?
The firm reports being paid by hourly fees, flat or fixed fees. Ask for your total yearly cost in dollars.
What services does Willow offer?
Financial planning, Investment management for individuals and small businesses, Choosing other investment managers.
How many advisors work at Willow?
We list 4 advisors currently registered with the firm.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.