Willow Creek Financial
Firm details
- Headquarters
- San Diego, California
- CRD number
- 285670
- Registered since
- December 21, 2016
- Website
- www.oringreenfinancial.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI92.9%
- Individuals5.38%
- Charitable Organizations1.72%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Willow Creek Financial is an independent registered investment adviser organized as an LLC. The firm is registered with the SEC (registration year 2016) and identifies as a capital allocator serving individual and family clients. Its advisory menu covers financial planning, portfolio management for individuals and small businesses, selection of other advisers, and pension consulting services. Willow Creek bills clients using a mix of asset‑based fees, hourly charges, and fixed fees. The firm does not describe itself as an active ESG investor and appears to operate principally within a single state footprint.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities53%
- Public Funds/Mutual Funds33%
- Derivatives8%
- Non-Exchange Traded Equities2%
- State & Local Bonds2%
Owners & executives
1 of 1
Corrine Fields
Chief Operating Officer, Financial AdvisorCRD 5297752
Contacts
3 of 4
Dean Kernus
Financial AdvisorCRD 4648374
Orin Green
Managing Director, Financial AdvisorCRD 3031669
Brett Nussen
Financial AdvisorCRD 6562336
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 72Active vs passive
$257M in ETFs
99%
$253M
<1%
$3.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $40.1M | 52,393 | 15.63% |
Location
San Diego, CA
San Diego
Location
San Diego, CA
Headquartered in San Diego, CA, anchoring the San Diego-Chula Vista-Carlsbad, CA metro in the West.
- Metro area
- San Diego-Chula Vista-Carlsbad, CA
- Region
- West
- County
- San Diego
- Address
- 9820 Willow Creek Rd
- Time zone
- PT (UTC-8)
- Office locations
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