Katherine Fox
Sunnybranch Wealth LLC · San Francisco, California
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.
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Specialties
Who they serve
- Multi-generational families
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 |
| Assets under management | $30.8M across 51 accounts |
| Credentials | CAP · CFP |
| SEC registration | Investment adviser representative in CA, KS, OR, TX, WA · CRD 6912535 |
| Exams passed | Series 65 (2018) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | sunnybranchwealth.com/contact |
| Profile |
How Katherine's firm compares
- The hourly rate is $500, above the California median of $300 for fee-only firms that publish prices.
- Sunnybranch Wealth LLC's average account is about $603,000, from its Form ADV (assets managed divided by 51 accounts).
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Questions about Katherine
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- Sunnybranch Wealth LLC 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.
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