Jeffrey Platt
Platt Wealth Management · San Diego, California
Jeffrey Platt is a fee-only financial advisor at Platt Wealth Management in San Diego, California, who holds the CFA, CFP and JD credentials. 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 | CFA · CFP · JD · LLM |
| SEC registration | Investment adviser representative in CA · CRD 2591205 |
| Firm size | 5 employees |
| Disclosures | None reported |
How Jeffrey'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 Jeffrey
Is Jeffrey Platt a fee-only financial advisor?
Yes. Jeffrey Platt is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Jeffrey's firm.
How does Jeffrey charge for financial advice?
Jeffrey's firm, Platt Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Jeffrey Platt based?
Jeffrey Platt is based in San Diego, California.
What credentials does Jeffrey Platt hold?
Jeffrey Platt holds the CFA, CFP, JD and LLM credentials.
Is Jeffrey Platt registered with the SEC?
Yes. Jeffrey Platt is registered as an investment adviser representative in CA (CRD 2591205), per SEC Investment Adviser Public Disclosure data as of October 27, 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 Jeffrey Platt?
Contact details aren't on file yet. Search for Platt Wealth Management.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in San Diego
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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