Katy Song Financial Planning, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm serves individuals and families with comprehensive financial planning and investment consultation rather than ongoing discretionary portfolio management. Services include structured planning engagements, follow-up coaching or a short-term membership program, and occasional educational workshops for groups.
For investment advice, the firm uses fundamental analysis and Modern Portfolio Theory principles and typically recommends low-cost index funds and ETFs to achieve diversified allocations. Advice is provided on a non-discretionary basis—clients retain implementation control and custodial relationships are maintained with third-party service providers.
What is distinctive for a firm categorized as an investment manager is its billing and operating model: it provides fixed-fee planning and hourly billing rather than charging percentage-of-assets-under-management, and it reports no client assets under management. The advisor operates on a fee-only basis, does not take custody or discretionary trading authority, and focuses on project-based planning and coaching instead of continuous asset management.
Client services
Expertise
Fee options
Fixed fees for financial planning engagements: Global Plan $10,800; Comprehensive Plan $7,800; Strategic Plan $4,800; One Page Plan $2,800; Coaching sessions $400 per hour; Plan Updates $800 per session.
Standard hourly rate is $400, billed in 15-minute increments.
Fee-only: Fixed fees for financial plans ranging from $2,800 to $10,800; hourly coaching sessions at $400 per hour; plan updates $800 per session.
Main office
Mill Valley CA
Advisors at this office
1
Most active in
California
Also doing business as
Kathryn Davis Song · Katy Song Financial Planning · Katy Song Financial Planning, Inc. · Song, Kathryn Davis
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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