# Paul Kramer

> Paul Kramer is a fee-only financial advisor at Miles Brown Asset Management in Santa Rosa, California. Paul focuses on retirement planning. Miles Brown Asset Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/paul-kramer/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Miles Brown Asset Management
- **Based in:** Santa Rosa, California
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $73.4M across 211 accounts
- **Specialties:** Retirement planning
- **CRD:** 8237649 (https://adviserinfo.sec.gov/individual/summary/8237649)
- **SEC registration:** Investment adviser representative in CA
- **Exams passed:** Series 65 (2026)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** http://www.milesbrown.com/

## Frequently asked questions

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

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

### How does Paul charge for financial advice?

Paul's firm, Miles Brown Asset Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Paul Kramer based?

Paul Kramer is based in Santa Rosa, California.

### What does Paul specialize in?

Paul's specialties include retirement planning.

### Is Paul Kramer registered with the SEC?

Yes. Paul Kramer is registered as an investment adviser representative in CA (CRD 8237649), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Miles Brown Asset Management manage?

Miles Brown Asset Management reports $73.4M across 211 accounts in assets under management.

### How do I contact Paul Kramer?

Through Paul's website, www.milesbrown.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/8237649): 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
- The firm's website (https://milesbrown.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.