Craig Braemer
Blossom Wealth Management · San Ramon, California
Craig Braemer is a fee-only financial advisor at Blossom Wealth Management in San Ramon, California, who holds the CFP and CFA credentials. Blossom Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Blossom Wealth Management |
|---|---|
| Based in | San Ramon, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $368.2M across 344 accounts |
| Credentials | CFP · CFA |
| SEC registration | Investment adviser representative in CA, TX · CRD 1085177 |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.blossomwm.com |
How Craig's firm compares
- Blossom Wealth Management's average account is about $1.1 million, from its Form ADV (assets managed divided by 344 accounts).
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Questions about Craig
Is Craig Braemer a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Craig holds no broker registration, and Blossom Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Craig charge for financial advice?
Craig's firm, Blossom Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Craig Braemer based?
Craig Braemer is based in San Ramon, California.
What credentials does Craig Braemer hold?
Craig Braemer holds the CFP and CFA credentials.
Is Craig Braemer registered with the SEC?
Yes. Craig Braemer is registered as an investment adviser representative in CA and TX (CRD 1085177), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Blossom Wealth Management manage?
Blossom Wealth Management reports $368.2M across 344 accounts in assets under management.
How do I contact Craig Braemer?
Through Craig's website, www.blossomwm.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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