Katherine S. Fox
SUNNYBRANCH WEALTH LLC
Portland, OR
Some features on this profile are disabled
CRD#: 6912535
Professional summary
Katherine Stewart Fox, CFP® is a registered financial advisor currently at SUNNYBRANCH WEALTH LLC located in Portland, Oregon.
Katherine is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Katherine has worked at 2 firms and has passed the Series 65 exam.
Biography
I’ve always loved talking about money.
At a young age, I started learning about investing, saving, and how to build and maintain wealth. As my knowledge grew, so did my passion for sharing financial concepts with others in a simple and relatable way. It was natural for me to end up in the wealth management industry, helping people define and meet their financial goals as an Investment Advisor and CERTIFIED FINANCIAL PLANNER® .
While this work was rewarding, I wanted to offer people a chance to reach their financial goals while creating meaning and purpose with their wealth. Giving back to my community has been a long-standing pillar of my life. As a fourth-generation member of a philanthropic family that successfully passed wealth and values down across generations, I believe the privilege of holding wealth confers a responsibility to give back and an obligation to investigate how we can create meaningful change in the world.
I founded Sunnybranch based on this principle, with the goal to help individuals and families plan for the future, grow their wealth, and become agents of change through impact investing and philanthropic giving.
Question & Answer
What are your service offerings?
Retirement Planning
Estate Planning
Comprehensive Financial Planni...
Investment Planning
Do you have an area of expertise or specialization?
AUM
Business Owners
Charitable Giving
Entrepreneurs
Estate & Generational Planning...
Generation X
What is your minimum asset requirement?
1M
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) Sunnybranch Philanthropy LLC; not investment-related; 8036 Northeast Oregon Street, Portland, OR 97213; firm providing philanthropic advice and guidance; Founder; 3/2024; 5 hours/month devoted; 5 hours/month during securities trading hours; provides philanthropic advice and guidance. 2) theSkimm, Inc.; not investment-related; 53 West 23rd Street, Floor 8, New York, NY 10010; digital media; Consultant; 11/2024; 3 hours/month devoted; 0 hours/month during securities trading hours; writes articles for newsletter on financial planning and charitable giving topics.
CRS (Client Relationship Summary) - RIA
Click below to view Katherine Stewart Fox's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2019
Experience
Current
September 12, 2022 - Present
SUNNYBRANCH WEALTH LLC
RIA
CRD#: 323075
Portland, OR
Past
February 16, 2022 - September 8, 2022
ARNERICH MASSENA, INC.
RIA
CRD#: 116395
PORTLAND, OR
Past
February 12, 2018 - December 31, 2020
ARNERICH MASSENA, INC.
RIA
CRD#: 116395
PORTLAND, OR
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
California(3/24/2025)
IAR
Oregon(9/12/2022)
IAR
Texas(10/16/2024)
IAR
Washington(9/12/2025)
Current Firm
SUNNYBRANCH WEALTH LLC
SUNNYBRANCH WEALTH | SUNNYBRANCH WEALTH LLC
CRD#: 323075 / SEC#:
California
Registered Investment Advisory firm - (3/24/2025 Approved)Oregon
Registered Investment Advisory firm - (9/12/2022 Approved)Texas
Registered Investment Advisory firm - (10/11/2024 Conditional Restricted)Washington
Registered Investment Advisory firm - (9/12/2025 Approved)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
Portland, OR
Mailing Address
Phone number
(503) 214-2281
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 43 |
| AUM (Assets Under Management) | $ 16,839,217 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
