Kathleen Hentges
Applied Advisor · San Francisco, California
Kathleen Hentges is a fee-only financial advisor at Applied Advisor in San Francisco, California, who holds the CFP credential. Kathleen charges hourly fees (no asset minimum) and focuses on retirement planning.
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Specialties
Facts
| Firm | Applied Advisor |
|---|---|
| Based in | San Francisco, California |
| Fee model | Hourly |
| Fees (firm's website) | No asset minimum |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA · CRD 4655202 |
| Exams passed | Series 65 (2003) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.appliedadvisor.com |
| Profile |
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Questions about Kathleen
Is Kathleen Hentges a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Kathleen holds no broker registration, and Applied Advisor reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Kathleen charge for financial advice?
Kathleen charges hourly fees.
How much does Kathleen charge?
According to Applied Advisor's website, checked October 30, 2026: no asset minimum.
Does Kathleen work with clients virtually?
Yes. Applied Advisor says on its website that it works with clients remotely.
Where is Kathleen Hentges based?
Kathleen Hentges is based in San Francisco, California.
What does Kathleen specialize in?
Kathleen's specialties include retirement planning.
What credentials does Kathleen Hentges hold?
Kathleen Hentges holds the CFP credential.
Is Kathleen Hentges registered with the SEC?
Yes. Kathleen Hentges is registered as an investment adviser representative in CA (CRD 4655202), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How do I contact Kathleen Hentges?
Through Kathleen's website, www.appliedadvisor.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Applied Advisor website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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