James West
Platt Wealth Management · San Diego, California
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.
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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 | $390.6M across 663 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA · CRD 4920821 |
| Exams passed | Series 66 (2006) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.plattwm.com |
How James's firm compares
- Platt Wealth Management's average account is about $589,000, from its Form ADV (assets managed divided by 663 accounts).
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Questions about James
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in San Diego
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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