# Katy Song Financial Planning, Inc.

> Katy Song Financial Planning, Inc. is a state-registered investment advisory firm, registered since 2011, with no regulatory assets under management reported in its Form ADV filing dated January 23, 2026.

- CRD: 158288
- Filed as: KATY SONG FINANCIAL PLANNING, INC.
- Legal name: Song, Kathryn Davis
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in California
- Filing period: October 2026
- Form ADV filing dated: January 23, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/158288
- AdvisorCensus page: https://advisorcensus.com/firm/katy-song-financial-planning-inc-158288

## Quick answers

**How is Katy Song Financial Planning, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Katy Song Financial Planning, Inc. reports these compensation arrangements: hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Katy Song Financial Planning, Inc. registered with the SEC or a state?**
Katy Song Financial Planning, Inc. is a state-registered investment advisory firm, registered since 2011. Status as filed: APPROVED. CRD 158288.

**Does Katy Song Financial Planning, Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/158288

## From the Form ADV filing

### Compensation (Item 5.E)
- Hourly charges
- Fixed fees (other than subscription fees)

### Advisory services (Item 5.G)
- Financial planning services

### Firm details
- Registered since: 2011 (15 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- katysong.com
- katysongfinancialplanning.com
- marinfinancialplanner.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Katy Song Financial Planning, Inc. (CRD 158288): Form ADV filing data as of October 2026.