Kate Wilusz
Fiat Lux Financial Planning · San Francisco, California
Kate Wilusz is a fee-only financial advisor at Fiat Lux Financial Planning in San Francisco, California, who holds the CFP and CRPC credentials. Kate charges an ongoing planning fee and a one-time planning fee (ongoing planning from $7,000 a year and one-time plans from $2,000) and focuses on retirement planning, equity compensation and tax planning.
Request an introduction to Kate →
Specialties
Facts
| Firm | Fiat Lux Financial Planning |
|---|---|
| Based in | San Francisco, California |
| Fee model | Ongoing planning fee · One-time planning fee |
| Fees (firm's website) | Ongoing planning from $7,000 a year · One-time plans from $2,000 |
| Credentials | CFP · CRPC |
| SEC registration | Investment adviser representative in CA · CRD 4824013 |
| Exams passed | Series 66 (2004) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | fiatluxfp.com |
| Profile |
How Kate's firm compares
- Ongoing planning starts at $7,000 a year, above the California median of $6,000 for fee-only firms that publish prices.
- A one-time plan starts at $2,000, below the California median of $2,500 for fee-only firms that publish prices.
Request an introduction to Kate
Tell Kate a little about what you're looking for. Kate isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Kate
Is Kate Wilusz a fee-only financial advisor?
Yes. Kate Wilusz is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Kate's firm.
How does Kate charge for financial advice?
Kate charges an ongoing planning fee and a one-time planning fee.
How much does Kate charge?
According to Fiat Lux Financial Planning's website, checked October 28, 2026: ongoing planning from $7,000 a year; one-time plans from $2,000.
Where is Kate Wilusz based?
Kate Wilusz is based in San Francisco, California.
What does Kate specialize in?
Kate's specialties include retirement planning, equity compensation and tax planning.
What credentials does Kate Wilusz hold?
Kate Wilusz holds the CFP and CRPC credentials.
Is Kate Wilusz registered with the SEC?
Yes. Kate Wilusz is registered as an investment adviser representative in CA (CRD 4824013), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How do I contact Kate Wilusz?
Through Kate's website, fiatluxfp.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- Fiat Lux Financial Planning website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
See something wrong? Request a correction. Read our methodology.