# Daniel Platt

> Daniel Platt is a fee-only financial advisor at Neumann Capital Management in Foster City, California, who holds the CFP and CFA credentials. Neumann Capital Management reports charging a percentage of assets on its Form ADV.

Page: https://find.wellspent.co/advisors/daniel-platt/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Neumann Capital Management
- **Based in:** Foster City, California
- **Fee model (firm's Form ADV):** Percentage of assets
- **Assets under management (firm):** $630.3M across 609 accounts
- **Credentials:** CFP, CFA
- **CRD:** 4772200 (https://adviserinfo.sec.gov/individual/summary/4772200)
- **SEC registration:** Investment adviser representative in CA, IL, TX
- **Exams passed:** Series 63 (2004), Series 65 (2008)
- **Firm size:** 4 employees
- **Disclosures:** None reported
- **Website:** https://neumanncm.portal.tamaracinc.com

## Frequently asked questions

### Is Daniel Platt a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Daniel holds no broker registration, and Neumann Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Daniel charge for financial advice?

Daniel's firm, Neumann Capital Management, reports charging a percentage of assets on its SEC Form ADV.

### Where is Daniel Platt based?

Daniel Platt is based in Foster City, California.

### What credentials does Daniel Platt hold?

Daniel Platt holds the CFP and CFA credentials.

### Is Daniel Platt registered with the SEC?

Yes. Daniel Platt is registered as an investment adviser representative in CA, IL and TX (CRD 4772200), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Neumann Capital Management manage?

Neumann Capital Management reports $630.3M across 609 accounts in assets under management.

### How do I contact Daniel Platt?

Through Daniel's website, neumanncm.portal.tamaracinc.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4772200): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.