A complete list of active advisors currently associated with Platt Investment Counsel, LLC

Warmer can help you find a great advisor at Platt Investment Counsel, LLC or one who fits your needs even better.

Platt Investment Counsel, LLC provides discretionary portfolio management to individuals, high net worth clients, trusts, estates, charitable organizations and business entities, managing $153,648,538 in discretionary assets as of 12/31/2025. Services are delivered through model-based core portfolios and include ongoing monitoring, quarterly reporting and direct fee billing from client custodial accounts. The firm’s investment approach emphasizes tactical asset allocation across equities, fixed income and cash based on economic-cycle positioning, typically implemented with exchange-traded funds and no-load mutual funds while permitting occasional individual securities. Portfolios are managed on a discretionary basis with quarterly reviews, annual suitability checks, regular client communications (including monthly market updates), and the ability for clients to impose reasonable investment restrictions. What distinguishes the firm from many peers is its work with charitable organizations and other institutional-type clients in addition to individual households, and its operational role that includes acting as trustee or having custodial access for certain client accounts and employer-sponsored plan portals. The firm also maintains a $500,000 minimum account guideline and does not vote client proxies, with annual surprise examinations performed when custody exists.

To learn more about the advisors currently working at Platt Investment Counsel, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.