Platt Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$362,658,661
Clients
197
Advisors
3
of 5 employees
About
Platt Wealth Management advises individuals — including high‑net‑worth clients — as well as corporate and retirement plan clients, providing discretionary investment management and written financial planning. Services explicitly include portfolio construction and rebalancing, investment policy statements, retirement and estate planning analysis, and ad‑hoc consulting on matters such as Social Security and insurance.
The firm’s investment approach is framed by Modern Portfolio Theory, favoring strategic asset allocation and diversified exposure primarily via mutual funds with ongoing supervision and rebalancing tied to client goals and risk tolerance. PWM also facilitates access to real estate private placements and addresses retirement‑plan rollovers within a fiduciary framework, disclosing potential conflicts and the factors it considers before recommending a rollover.
Notable operational features include managing roughly $390 million for about 200 clients with a small advisory team, and an explicit disclosure about semi‑annual valuations for real estate private placements — a timing convention the brochure identifies as creating potential valuation‑and‑fee timing risks. The firm also discloses the use of client testimonials in its advertising and describes receipt of institutional custodial services and support from its recommended custodian, arrangements the brochure characterizes as potential conflicts of interest.
Client services
Expertise
Fee options
Financial planning fixed fees starting at $3,000; retainer may be requested but advance payment never exceeds $1,200 for work over six months.
$0 - $2,000,000: 0.90% annually $2,000,001 - $3,500,000: 0.80% annually $3,500,001 - $5,000,000: 0.70% annually $5,000,001 - $10,000,000: 0.60% annually $10,000,001 - $15,000,000: 0.50% annually $15,000,001+: 0.30% annually
Hourly consulting fees generally minimum $350 per hour for special projects or consulting outside typical services.
Account minimum: $500,000 Minimum fee: Minimum account size generally $500,000; however, minimum may be waived at firm's discretion. Fee-only: Financial planning fixed fees starting at $3,000; hourly consulting fees generally minimum $350/hour.
Main office
3838 Camino Del Rio North, Suite 365
San Diego CA 92108
Advisors at this office
3
Most active in
California · Texas
Also doing business as
Platt Wealth Management · Platt Wealth Management, LLC · Platt, Jeffrey Samuel
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
Jeffrey P
CFP®, CFA®
San Diego, CA
Platt Wealth Management
Jeffrey Platt is a CFP® and CFA® with 18 years of experience in financial advising. He has been with Platt Wealth Management since 2018 and previously worked at Wealth Quest Partners from 2015 to 2018. Platt Wealth Management provides discretionary investment management and financial planning services to individuals, including high-net-worth clients, as well as corporate and retirement plan clients. The firm employs a Modern Portfolio Theory-based approach focused on strategic asset allocation and diversified mutual fund exposure, alongside services such as retirement planning, estate analysis, and consulting on Social Security and insurance.
Kai K
Series 65
San Diego, CA
Platt Wealth Management
Kai Kramer is a Series 65-licensed financial advisor at Platt Wealth Management with four years of industry experience. He has worked at Platt Wealth Management since 2021 and previously held positions at Ameriprise Financial Services, UCLA, and Yasukochi Family Farms. Platt Wealth Management serves individuals, including high-net-worth clients, as well as corporate and retirement plan clients, providing discretionary investment management and financial planning. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing strategic asset allocation, diversified mutual fund exposure, and ongoing portfolio supervision aligned with client goals and risk tolerance.
James W
CFP®, Series 66
San Diego, CA
Platt Wealth Management
James West is a CFP® and holds a Series 66 license with 20 years of industry experience. He has worked at Platt Wealth Management since 2021 and was previously with Reilly Financial Advisors for seven years. Based in San Diego, CA, West focuses on comprehensive financial planning and investment management. Platt Wealth Management serves individual, high-net-worth, corporate, and retirement plan clients, offering discretionary investment management and written financial planning using an approach grounded in Modern Portfolio Theory. The firm emphasizes strategic asset allocation, diversified mutual fund exposure, and ongoing portfolio supervision tied to client goals and risk tolerance.
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