Paul
Farella

Willow

CRD#6621195
Investment Advisor
in Pittsfield, MA

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Paul Farella is a financial advisor who works in Pittsfield, Massachusetts with 7 years of relevant experience. Farella is on the advisory team at Willow. They have spent the entirety of their career at Willow. Farella holds a Series 65 license, certifying them as an investment advisor representative, and is able to serve investors in Massachusetts. Willow is a company headquartered in Pittsfield, MA. The company has just four people on staff. It manages $132 million in assets across its 457 client accounts, making it one of the mid-sized financial advisory firms in the United States by assets under management. Of its 457 accounts, 36% belong to high-net-worth individuals who have greater than $1 million in assets available to invest. The company offers a few services, such as financial planning services and portfolio management for individuals and small businesses. Fees for financial advice typically are based on the financial services provided. Fees billed by Willow typically consist of asset-based fees.

Certifications and Registrations

Series 65

Years Registered*

7 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets

Office Location

101 Hawthorne Avenue
Pittsfield, MA 01201

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Willow Brokerage Details

Total Assets Under Management

$132,360,252

MA Average: $16,012,751,954
Total Number of Employees

4

MA Average: 118
Total Number of Accounts

457

MA Average: 4,567
Average Account Size

$289,629

MA Average: $3,506,186

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Paul Farella Work History

Paul has been registered as a financial advisor for 7 years.*

2009 - Present (15 years)

Willow

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Paul Farella to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Willow

Lydia Renders
Pittsfield, MA
Paul Farella
Pittsfield, MA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started