# James West

> James West is a fee-only financial advisor at Platt Wealth Management in San Diego, California, who holds the CFP credential. Platt Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Platt Wealth Management
- **Based in:** San Diego, California
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $390.6M across 663 accounts
- **Credentials:** CFP
- **CRD:** 4920821 (https://adviserinfo.sec.gov/individual/summary/4920821)
- **SEC registration:** Investment adviser representative in CA
- **Exams passed:** Series 66 (2006)
- **Firm size:** 5 employees
- **Disclosures:** None reported
- **Website:** https://www.plattwm.com

## Frequently asked questions

### Is James West a fee-only financial advisor?

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

### How does James charge for financial advice?

James's firm, Platt Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is James West based?

James West is based in San Diego, California.

### What credentials does James West hold?

James West holds the CFP credential.

### Is James West registered with the SEC?

Yes. James West is registered as an investment adviser representative in CA (CRD 4920821), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Platt Wealth Management manage?

Platt Wealth Management reports $390.6M across 663 accounts in assets under management.

### How do I contact James West?

Through James's website, www.plattwm.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4920821): 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.