Peter Kriss
Macroclimate · Sausalito, California
Peter Kriss is a fee-only financial advisor at Macroclimate in Sausalito, California. Peter charges a percentage of assets and a flat fee or retainer (ongoing planning from $2,000 a year and 0.25%–0.4% a year of assets managed) and focuses on sustainable & impact investing and tax planning.
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Specialties
Facts
| Firm | Macroclimate |
|---|---|
| Based in | Sausalito, California |
| Fee model | Percentage of assets · Flat fee or retainer |
| Fees (firm's website) | Ongoing planning from $2,000 a year · 0.25%–0.4% a year of assets managed · A $200,000 asset minimum |
| Assets under management | $210.1M across 103 accounts |
| SEC registration | Investment adviser representative in CA · CRD 6599826 |
| Exams passed | Series 65 (2021) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | macroclimate.com |
| Profile |
How Peter's firm compares
- Ongoing planning starts at $2,000 a year, below the California median of $6,000 for fee-only firms that publish prices.
- Macroclimate's average account is about $2.0 million, from its Form ADV (assets managed divided by 103 accounts).
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Questions about Peter
Is Peter Kriss a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Peter holds no broker registration, and Macroclimate reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Peter charge for financial advice?
Peter charges a percentage of assets and a flat fee or retainer.
How much does Peter charge?
According to Macroclimate's website, checked October 30, 2026: ongoing planning from $2,000 a year; 0.25%–0.4% a year of assets managed; a $200,000 asset minimum.
Where is Peter Kriss based?
Peter Kriss is based in Sausalito, California.
What does Peter specialize in?
Peter's specialties include sustainable & impact investing and tax planning.
Is Peter Kriss registered with the SEC?
Yes. Peter Kriss is registered as an investment adviser representative in CA (CRD 6599826), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Macroclimate manage?
Macroclimate reports $210.1M across 103 accounts in assets under management.
How do I contact Peter Kriss?
Through Peter's website, macroclimate.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
- Macroclimate 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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