# Kai Kramer

> Kai Kramer is a fee-only financial advisor at Platt Wealth Management in San Diego, California. Platt Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/kai-kramer/
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
- **CRD:** 6814303 (https://adviserinfo.sec.gov/individual/summary/6814303)
- **SEC registration:** Investment adviser representative in CA
- **Exams passed:** Series 65 (2022)
- **Firm size:** 5 employees
- **Disclosures:** None reported
- **Website:** https://www.plattwm.com

## Frequently asked questions

### Is Kai Kramer a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Kai 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 Kai charge for financial advice?

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

### Where is Kai Kramer based?

Kai Kramer is based in San Diego, California.

### Is Kai Kramer registered with the SEC?

Yes. Kai Kramer is registered as an investment adviser representative in CA (CRD 6814303), 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 Kai Kramer?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6814303): 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.