Kathryn Song
Kathryn Song is a CFP-designated registered investment advisor at Katy Song Financial Planning, INC., based in Mill Valley, CA, with 14 years of industry experience. Kathryn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Real Estate Investing, Retirement Planning, and 1 more.
Compensation
Firm Size
IM Fee
Fee Structure
If you prefer continued financial coaching following the initial planning engagement, Katy Song Financial Planning offers a six-month Membership Program that includes:
- A single 60-minute coaching session to assess progress made on your goals and action items that had been addressed in your broad-based financial plan
- Ongoing (reasonable) access to a financial planner via phone calls/emails to provide you with financial coaching sessions
- Plan modifications based on refined goals, significant changes to you and/or your family’s financial position (i.e., change in employment or income, purchase or sale of a home or business, unique expenditure, inheritance, etc.)
- Comprehensive Plan: $7,800
- Strategic Plan: $4,800
- Essential Plan: $2,800
- One Page Plan: $980
Location
Mill Valley, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Kathryn is the founder and sole proprietor of Katy Song Financial Planning, a fee-only financial planning firm that does not manage assets. She dedicates about half of her time to this business.
Employment History
Current Registrations
Katy Song Financial Planning, INC.
Previous Registrations
Domain Money Advisors, LLC
Sofi Wealth LLC
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.