Daniel Platt
Neumann Capital Management · Foster City, California
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.
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Facts
| Firm | Neumann Capital Management |
|---|---|
| Based in | Foster City, California |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $630.3M across 609 accounts |
| Credentials | CFP · CFA |
| SEC registration | Investment adviser representative in CA, IL, TX · CRD 4772200 |
| Exams passed | Series 63 (2004) · Series 65 (2008) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | neumanncm.portal.tamaracinc.com |
| Profile |
How Daniel's firm compares
- Neumann Capital Management's average account is about $1.0 million, from its Form ADV (assets managed divided by 609 accounts).
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Questions about Daniel
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Foster City
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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