Katie Junk
Sweeney & Michel · Chico, California
Katie Junk is a fee-only financial advisor at Sweeney & Michel in Chico, California. Katie focuses on retirement planning, tax planning and estate & legacy planning. Sweeney & Michel reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | Sweeney & Michel |
|---|---|
| Based in | Chico, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $752.6M across 1,571 accounts |
| SEC registration | Investment adviser representative in CA · CRD 6942651 |
| Exams passed | Series 65 (2020) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | sweeneymichel.com |
| Profile |
How Katie's firm compares
- Sweeney & Michel's average account is about $479,000, from its Form ADV (assets managed divided by 1,571 accounts).
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Questions about Katie
Is Katie Junk a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Katie holds no broker registration, and Sweeney & Michel reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Katie charge for financial advice?
Katie's firm, Sweeney & Michel, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Katie Junk based?
Katie Junk is based in Chico, California.
What does Katie specialize in?
Katie's specialties include retirement planning, tax planning, estate & legacy planning and divorce financial planning.
Is Katie Junk registered with the SEC?
Yes. Katie Junk is registered as an investment adviser representative in CA (CRD 6942651), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Sweeney & Michel manage?
Sweeney & Michel reports $752.6M across 1,571 accounts in assets under management.
How do I contact Katie Junk?
Through Katie's website, sweeneymichel.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
- Sweeney & Michel 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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