# Willow Planning Group

Willow Planning Group is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **Website:** https://willowplanning.com
- **LinkedIn:** https://www.linkedin.com/company/kelly-luethje-cfp%c2%ae-51b89414

## Regulatory record

- **CRD number:** 174085
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/174085

## About

WILLOW PLANNING GROUP, LLC is a state-registered investment adviser. It has 1 employee and 1 investment adviser.

## Related profiles

- [Willow Partner Advisors](https://altss.com/profile/willow-partner-advisors-llc)

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Last updated: 2026-07-06T01:24:28.999Z

Canonical page: https://altss.com/profile/willow-planning-group-llc

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