Paul Kramer
Miles Brown Asset Management · Santa Rosa, California
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.
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Specialties
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 | $73.4M across 211 accounts |
| SEC registration | Investment adviser representative in CA · CRD 8237649 |
| Exams passed | Series 65 (2026) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.milesbrown.com |
How Paul's firm compares
- Miles Brown Asset Management's average account is about $348,000, from its Form ADV (assets managed divided by 211 accounts).
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Questions about Paul
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
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
- Miles Brown Asset Management website : specialties, clients served, and fees, checked October 30, 2026
- 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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