Neumann Capital Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Neumann Capital Management is a fee-only wealth management firm that manages roughly $630 million for about 191 clients, providing portfolio management and financial planning services to individuals, high-net-worth individuals, trusts, and charitable organizations. It offers two primary programs: a Comprehensive Wealth Management program that combines financial planning and portfolio management, and an Essential Wealth Management program that provides portfolio-management-only, model-based strategies.
The firm’s investment process emphasizes strategic asset allocation across multiple asset classes, proprietary in-house screening, and disciplined rebalancing, and it uses Monte Carlo simulations (10,000 runs) to test plan assumptions and tailor target allocations. For its Essential program it primarily implements model strategies using ETFs and, more broadly, favors low turnover to help manage transaction costs and tax efficiency in taxable accounts.
Compared with many team firms, Neumann operates from five offices, a structural footprint that is uncommon for its peer group and may support broader client service capacity. The firm also discloses use of alternative strategies and the application of derivatives in certain separately managed accounts—features that are less common among similarly sized advisory teams and that differentiate aspects of its investment implementation.
Client services
Expertise
Fee options
$1,000,000 - $1,999,999: 0.90% $2,000,000 - $2,999,999: 0.80% $3,000,000 - $3,999,999: 0.70% $4,000,000 - $4,999,999: 0.60% $5,000,000+: 0.50%
Account minimum: $1,000,000 Minimum fee: $9,000 annual minimum fee for Comprehensive Wealth Management Program Fee-only: Fee-only basis, no commissions
Main office
303 Vintage Park Drive, Suite 100
Foster City CA 94404-1167
Advisors at this office
3
Most active in
California · Illinois · Oregon · Texas
Also doing business as
Neumann Capital Management · Neumann Capital Management, LLC · Neumann Daniel John
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Daniel P
CFP®, CFA®, Series 63, Series 65
Foster City, CA
Neumann Capital Management
Daniel Platt is a CFP® and CFA® with 17 years of experience in the financial services industry. He has worked at Neumann Capital Management since 2019 and previously held roles at Brio Financial Group and Ameriprise Financial Services. Platt is based in Foster City, CA, and holds Series 63 and Series 65 licenses. Neumann Capital Management serves individual and high-net-worth clients, as well as trusts and charitable organizations, offering both comprehensive and essential wealth management programs. The firm employs a strategic asset allocation approach with disciplined rebalancing and in-house research, managing approximately $568.5 million in discretionary assets across five offices.
Ekaterina A
CFP®, CFA®
Foster City, CA
Neumann Capital Management
Ekaterina Atanassov is a CFP® and CFA® with eight years at Neumann Capital Management and four years at Atan Consulting. She has three years of industry experience. Neumann Capital Management serves individual and high-net-worth clients, trusts, and charitable organizations through comprehensive and essential wealth management programs. The firm employs a strategic asset allocation approach with disciplined rebalancing, an in-house research process, and uses Monte Carlo simulation in financial planning.
Caroline G
CFP®
Foster City, CA
Neumann Capital Management
Caroline Gorham is a CFP® at Neumann Capital Management with three years of industry experience. She has been with Neumann Capital Management since 2016. Neumann Capital Management is a fee-only wealth management firm managing approximately $630 million for around 191 clients, including individuals, high-net-worth individuals, trusts, and charitable organizations. The firm offers comprehensive and essential wealth management programs, employing strategic asset allocation, proprietary screening, and Monte Carlo simulations in its investment process.
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