Kathleen Hentges is a CFP-designated registered investment advisor at Applied Advisor, based in San Francisco, CA, with 22 years of industry experience. Kathleen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 194 clients.
Compensation
Firm Size
IM Fee
Fee Structure
Applied Advisor charges an hourly rate of $285 for financial planning and investment advisory projects. For tax preparation projects only, the hourly rate is $300 from February 24, 2026, at 4:01 PM through December 31, 2026. For projects lasting less than 60 minutes, there is a flat fee of $285.
Location
San Francisco, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Kathleen is a C.T.E.C. registered tax preparer and the principal/managing member of Applied Advisor, an RIA. She spends approximately 60 hours per month on tax preparation from January to April, and minimal time from May to December.
Employment History
Current Registrations
Applied Advisor
State Registrations1 state
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