# Katherine Fox

> Katherine Fox is a fee-only financial advisor at Sunnybranch Wealth LLC in San Francisco, California, who holds the CAP and CFP credentials. Katherine charges a percentage of assets, hourly fees and a flat fee or retainer ($500 an hour and 1% a year on the first tier of assets managed) and focuses on family wealth transfer, estate & legacy planning and sustainable & impact investing.

Page: https://find.wellspent.co/advisors/katherine-fox/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Sunnybranch Wealth LLC
- **Based in:** San Francisco, California
- **Fee model:** Percentage of assets; Hourly; Flat fee or retainer
- **Fees (firm's website):** $500 an hour; 1% a year on the first tier of assets managed; a $1,000,000 asset minimum
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $30.8M across 51 accounts
- **Credentials:** CAP, CFP
- **Specialties:** Family wealth transfer, Estate & legacy planning, Sustainable & impact investing
- **Works with:** Multi-generational families
- **CRD:** 6912535 (https://adviserinfo.sec.gov/individual/summary/6912535)
- **SEC registration:** Investment adviser representative in CA, KS, OR, TX, WA
- **Exams passed:** Series 65 (2018)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** https://sunnybranchwealth.com/contact

## Frequently asked questions

### Is Katherine Fox a fee-only financial advisor?

Yes. Katherine Fox is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Katherine's firm.

### How does Katherine charge for financial advice?

Katherine charges a percentage of assets, hourly fees and a flat fee or retainer.

### How much does Katherine charge?

According to Sunnybranch Wealth LLC's website, checked October 28, 2026: $500 an hour; 1% a year on the first tier of assets managed; a $1,000,000 asset minimum.

### Where is Katherine Fox based?

Katherine Fox is based in San Francisco, California.

### What does Katherine specialize in?

Katherine's specialties include family wealth transfer, estate & legacy planning and sustainable & impact investing. Katherine works with multi-generational families.

### What credentials does Katherine Fox hold?

Katherine Fox holds the CAP and CFP credentials.

### Is Katherine Fox registered with the SEC?

Yes. Katherine Fox is registered as an investment adviser representative in CA, KS, OR, TX and WA (CRD 6912535), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Sunnybranch Wealth LLC manage?

Sunnybranch Wealth LLC reports $30.8M across 51 accounts in assets under management.

### How do I contact Katherine Fox?

Through Katherine's website, sunnybranchwealth.com/contact.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/48754): NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://www.sunnybranchwealth.com/contact): specialties, clients served, and fees, checked October 28, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.