A complete list of active advisors currently associated with FIAT LUX Financial Planning

Warmer can help you find a great advisor at FIAT LUX Financial Planning or one who fits your needs even better.

The firm offers comprehensive financial planning, single‑topic financial consulting billed on an hourly basis, and discretionary portfolio management, and it may recommend third‑party managers through its custodian platform. Although organized as an investment manager, the brochure reports the firm managed no client assets as of March 10, 2026. For portfolio management the firm uses model portfolios and methods such as strategic and tactical asset allocation, fundamental analysis, and modern portfolio theory, and it may integrate separately managed accounts or third‑party sub‑advisers available on the custody platform. The firm generally seeks discretionary trading authority, conducts periodic rebalancing, and provides regular account reviews to clients. Distinctive aspects include the use of hourly consulting—an uncommon billing approach for firms in its investment‑manager peer group—and a hybrid service mix that pairs fee‑for‑service planning and consulting with AUM‑based portfolio management despite currently reporting zero assets under management. The principal also provides coaching and consulting to other advisory firms and participates in financial planning curriculum development, activities that extend beyond typical portfolio management services.

To learn more about the advisors currently working at FIAT LUX Financial Planning, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Kate Wilusz	San Francisco, CA	21

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