Kathleen Wilusz
Kathleen Wilusz is a CFP-designated registered investment advisor at Fiat Lux Financial Planning, based in San Francisco, CA, with 20 years of industry experience. Kathleen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Retirement Planning, and 1 more.
Compensation
Firm Size
IM Fee
Fee Structure
- Comprehensive financial plan — $4,000 to $10,000, depending on the complexity of your situation and the number of areas covered.
- Financial consulting services — $400 per hour. An estimate of the total hours will be provided at the beginning of the engagement.
Location
28 Geary St, Suite 650 #1490, San Francisco, CA, 94108
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Kathleen is an insurance agent involved in insurance sales, but the filing does not specify the types of insurance. She also owns commercial real estate in Santa Rosa, CA, since 2015, which is not investment-related and requires minimal time.
Employment History
Current Registrations
Fiat Lux Financial Planning
Previous Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Ids Life Insurance CompanyBroker
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.