Kai Kramer
Platt Wealth Management · San Diego, California
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.
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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 |
| SEC registration | Investment adviser representative in CA · CRD 6814303 |
| Exams passed | Series 65 (2022) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.plattwm.com |
How Kai'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 Kai
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.
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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