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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 06-29-2023
- Office Locations
- 1
Office Locations
About Willow
Pathway by Willow (Willow) is a fee-only RIA providing hourly financial planning ($500/hr; complimentary initial consult) without requiring clients to transfer assets. The team advises individuals and families—often during job changes—on retirement forecasting, tax-efficient planning, and practical decision support. Portfolios are primarily implemented with ETFs and mutual funds, with custody at Charles Schwab.
Team overview
Insights
Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
STEVEN MICHAEL SCHMITT
Managing Member, PRINCIPAL
- CRD
- #5450875
- Ownership
- 50% but less than 75%
PHILIP A KAPLER
Chief Compliance Officer, Financial Advisor, PRINCIPAL
- CRD
- #6429605
- Ownership
- 25% but less than 50%
Showing 2 of 3 owners & executives
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Joseph Angelo Chowansky
--
- CRD
- #7286293
Showing 1 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $127,638,991 | $356,533 |
| Non-Discretionary | $0 | -- |
| Total | $127,638,991 | $356,533 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| Other | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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