Fiat Lux Financial Planning is a California-based financial planning firm founded by Kate Wilusz, whose career in the field began in 2004. The firm aims to illuminate clients’ financial paths through personalized advice, coaching, and investment strategy. Its services address retirement planning, cash flow and savings, investment management, tax planning, estate planning, insurance, and risk management. Clients can also receive guidance on equity compensation, executive benefits, real estate decisions, education planning, charitable giving, and major financial changes.

Fiat Lux offers comprehensive financial plans and asset management, with a stated minimum fee of $7,000 per year. For clients seeking focused guidance, its advice-only Enlightenment Engagement includes a one-hour Zoom meeting, a brief summary, and action items for a $2,000 fee. The firm also provides consulting and coaching to financial advisors, helping them develop practical, high-touch planning programs. After an initial discussion, Kate assesses the client’s needs and proposes an appropriate service and fee. The firm currently serves clients located in California.