Katy Song Financial Planning, Inc. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 23, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$400/hr

“The firm’s current hourly rate is $400, assessed in 30 minute increments, and a partial increment will be treated as a whole.”

Flat or project fee

$980⁠-⁠$7,800

“We offer our Initial Engagements on a fixed fee basis of $7,800 for the Comprehensive Plan; $4,800 for the Strategic Plan, $2,800 for the Essential Plan, and $980 for the One Page Plan.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Katy Song Financial Planning, Inc. bills

Payment and refund terms, quoted from the fee section of the brochure.

• “If you require any additional assistance or further services outside the scope of the noted engagements, you will be billed separately and those services will be charged on an hourly basis.”
• “Fees for these events would typically be a flat-rate amount based on the firm’s hourly fee and/or cost of workshop materials, and would be negotiated with the sponsor in advance of the presentation.”
• “Our fees may be negotiable at the discretion of our firm principal; comparable services may be provided elsewhere and potentially for a lower fee.”

How Katy Song Financial Planning, Inc.’s fees compare

• Its hourly rate of $400 is above the California median of $300. 74% of the 932 other California planners that publish an hourly rate charge less.
• 1 of the 5 other planners in Mill Valley that publish an hourly rate charge less.
• Its flat or project fee of $980-$7,800 spans the California median of $5,000. 47% of the 796 other California planners that publish a flat or project fee charge less.
• 3 of the 5 other planners in Mill Valley that publish a flat or project fee charge less.
• It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

About Katy Song Financial Planning, Inc.

• Firm size: 2 employees.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2011 (15 years).

Planning areas mentioned in the brochure

• Retirement planning
• Estate planning
• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees

Charges a % of assets

No

Employees

2

Services reported to regulators

Financial planning

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

158288

Website

katysong.com (opens in new tab)

Phone

(415) 272-3083

Other planners in Mill Valley that publish fees

• Aspirean Wealth, LLCMill Valley$450/hr, $1,500⁠-⁠$10,000
• Assembly WealthMill Valley$250⁠-⁠$1,200/hr, $2,500⁠-⁠$5,000
• Austin Creek Capital, LLCMill Valley$1,500⁠-⁠$3,000, $300⁠-⁠$3,000/mo
• Miller Avenue Advisors LLCMill Valley$8,000⁠-⁠$30,000/yr
• On Keel CapitalMill Valley$250/hr
• Private Wealth Partners, LLCMill Valley$300⁠-⁠$500/hr, $3,000⁠-⁠$5,000

Compare all 10 planners in Mill Valley